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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 | $1,852,383 | $138,114+1241.2% | $125,391+1377.3% | $134,545+1276.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.61% | 750.88%-766.5pp | 572.41%-588.0pp | 418.37%-434.0pp |
| Employer contribution / active EE | $4,230 | $5,246-19.4% | $4,816-12.2% | $4,742-10.8% |
| Participant deferral / active EE | $24,000 | $7,801+207.7% | $7,448+222.2% | $6,401+274.9% |
| Admin fee / account holder | $465 | $11,570-96.0% | $10,009-95.4% | $11,431-95.9% |