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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 | $1,034,235 | $180,462+473.1% | $154,111+571.1% | $135,379+664.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -7.62% | 888.17%-895.8pp | 735.18%-742.8pp | 519.79%-527.4pp |
| Employer contribution / active EE | $23,260 | $6,036+285.4% | $5,298+339.1% | $4,779+386.7% |
| Participant deferral / active EE | $19,607 | $5,806+237.7% | $5,081+285.9% | $5,609+249.6% |
| Admin fee / account holder | $43,701 | $16,145+170.7% | $13,411+225.9% | $10,828+303.6% |