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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 | $1,660,992 | $138,078+1102.9% | $125,363+1224.9% | $134,509+1134.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -7.18% | 750.49%-757.7pp | 572.15%-579.3pp | 418.13%-425.3pp |
| Employer contribution / active EE | $12,919 | $5,245+146.3% | $4,815+168.3% | $4,741+172.5% |
| Participant deferral / active EE | $4,100 | $7,800-47.4% | $7,447-44.9% | $6,400-35.9% |
| Admin fee / account holder | $22,867 | $11,566+97.7% | $10,005+128.5% | $11,427+100.1% |