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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 | $1,066,277 | $138,114+672.0% | $125,391+750.4% | $134,545+692.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.85% | 750.88%-767.7pp | 572.41%-589.3pp | 418.37%-435.2pp |
| Employer contribution / active EE | $26,562 | $5,246+406.3% | $4,816+451.6% | $4,742+460.2% |
| Participant deferral / active EE | $27,000 | $7,801+246.1% | $7,448+262.5% | $6,401+321.8% |
| Admin fee / account holder | $10,011 | $11,570-13.5% | $10,0090% | $11,431-12.4% |