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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 | $1,244,031 | $160,059+677.2% | $140,019+788.5% | $135,380+818.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -5.57% | 911.48%-917.0pp | 651.17%-656.7pp | 519.81%-525.4pp |
| Employer contribution / active EE | $37,317 | $6,420+481.3% | $5,605+565.7% | $4,779+680.9% |
| Participant deferral / active EE | $3,586 | $7,641-53.1% | $6,927-48.2% | $5,609-36.1% |
| Admin fee / account holder | $226,889 | $13,328+1602.4% | $10,705+2019.4% | $10,828+1995.4% |