Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,715,222 | $180,461+850.5% | $154,110+1013.0% | $135,381+1167.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -5.38% | 888.23%-893.6pp | 735.22%-740.6pp | 519.81%-525.2pp |
| Employer contribution / active EE | $12,567 | $6,035+108.2% | $5,298+137.2% | $4,779+163.0% |
| Participant deferral / active EE | $19,417 | $5,806+234.4% | $5,081+282.2% | $5,609+246.2% |
| Admin fee / account holder | $4,296 | $16,146-73.4% | $13,412-68.0% | $10,828-60.3% |