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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 | $1,052,297 | $168,635+524.0% | $147,617+612.9% | $125,389+739.2% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -1.37% | 77.65%-79.0pp | 61.98%-63.4pp | 282.24%-283.6pp |
| Employer contribution / active EE | $13,402 | $6,252+114.3% | $5,564+140.8% | $4,866+175.4% |
| Participant deferral / active EE | $16,849 | $5,507+206.0% | $4,895+244.2% | $5,352+214.8% |
| Admin fee / account holder | $14,125 | $13,580+4.0% | $11,612+21.6% | $9,541+48.0% |