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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 | $1,028,397 | $180,459+469.9% | $154,108+567.3% | $135,380+659.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -2.41% | 888.21%-890.6pp | 735.21%-737.6pp | 519.81%-522.2pp |
| Employer contribution / active EE | $26,400 | $6,035+337.4% | $5,298+398.3% | $4,779+452.4% |
| Participant deferral / active EE | $8,700 | $5,806+49.8% | $5,081+71.2% | $5,609+55.1% |
| Admin fee / account holder | $45,712 | $16,145+183.1% | $13,411+240.8% | $10,828+322.2% |