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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 | $1,177,799 | $190,843+517.2% | $159,981+636.2% | $134,493+775.7% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -12.82% | 552.37%-565.2pp | 408.70%-421.5pp | 418.01%-430.8pp |
| Employer contribution / active EE | $30,165 | $4,993+504.1% | $4,224+614.1% | $4,740+536.4% |
| Participant deferral / active EE | $20,411 | $6,923+194.8% | $6,182+230.2% | $6,400+218.9% |
| Admin fee / account holder | $83,149 | $10,475+693.8% | $8,700+855.7% | $11,425+627.8% |