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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 | $1,277,703 | $138,078+825.3% | $125,363+919.2% | $134,509+849.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.18% | 750.49%-764.7pp | 572.15%-586.3pp | 418.13%-432.3pp |
| Employer contribution / active EE | $23,189 | $5,245+342.1% | $4,815+381.6% | $4,741+389.2% |
| Participant deferral / active EE | $13,500 | $7,800+73.1% | $7,447+81.3% | $6,400+110.9% |
| Admin fee / account holder | $7,373 | $11,566-36.3% | $10,005-26.3% | $11,427-35.5% |