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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 | $1,036,268 | $190,879+442.9% | $160,009+547.6% | $134,532+670.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -9.81% | 552.63%-562.4pp | 408.85%-418.7pp | 418.27%-428.1pp |
| Employer contribution / active EE | $40,500 | $4,995+710.8% | $4,225+858.5% | $4,741+754.2% |
| Participant deferral / active EE | $27,000 | $6,924+289.9% | $6,183+336.7% | $6,401+321.8% |
| Admin fee / account holder | $9,079 | $10,495-13.5% | $8,715+4.2% | $11,429-20.6% |