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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 | $190,916+516.9% | $160,037+636.0% | $134,545+775.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -12.82% | 552.79%-565.6pp | 408.95%-421.8pp | 418.37%-431.2pp |
| Employer contribution / active EE | $30,165 | $4,996+503.8% | $4,226+613.9% | $4,742+536.2% |
| Participant deferral / active EE | $20,411 | $6,925+194.8% | $6,184+230.1% | $6,401+218.9% |
| Admin fee / account holder | $83,149 | $10,497+692.2% | $8,716+853.9% | $11,431+627.4% |