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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 | $1,163,709 | $190,916+509.5% | $160,037+627.1% | $134,545+764.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -16.61% | 552.79%-569.4pp | 408.95%-425.6pp | 418.37%-435.0pp |
| Employer contribution / active EE | $24,317 | $4,996+386.8% | $4,226+475.4% | $4,742+412.8% |
| Participant deferral / active EE | $19,000 | $6,925+174.4% | $6,184+207.3% | $6,401+196.8% |
| Admin fee / account holder | $5,405 | $10,497-48.5% | $8,716-38.0% | $11,431-52.7% |