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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 | $1,914,625 | $180,462+961.0% | $154,111+1142.4% | $135,379+1314.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -5.79% | 888.17%-894.0pp | 735.18%-741.0pp | 519.79%-525.6pp |
| Employer contribution / active EE | $0 | $6,036-100.0% | $5,298-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $54,000 | $5,806+830.0% | $5,081+962.9% | $5,609+862.7% |
| Admin fee / account holder | $15,983 | $16,145-1.0% | $13,411+19.2% | $10,828+47.6% |