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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 | $1,228,842 | $138,076+790.0% | $123,553+894.6% | $135,380+807.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -4.88% | 153.70%-158.6pp | 119.21%-124.1pp | 519.81%-524.7pp |
| Employer contribution / active EE | $7,500 | $5,152+45.6% | $4,628+62.1% | $4,779+56.9% |
| Participant deferral / active EE | $11,878 | $6,800+74.7% | $6,426+84.8% | $5,609+111.8% |
| Admin fee / account holder | $29,327 | $10,917+168.6% | $9,284+215.9% | $10,828+170.8% |