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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 | $1,239,452 | $138,102+797.5% | $125,381+888.5% | $134,532+821.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.43% | 750.73%-766.2pp | 572.31%-587.7pp | 418.27%-433.7pp |
| Employer contribution / active EE | $27,848 | $5,245+430.9% | $4,815+478.3% | $4,741+487.4% |
| Participant deferral / active EE | $18,439 | $7,801+136.4% | $7,448+147.6% | $6,401+188.1% |
| Admin fee / account holder | $34,089 | $11,568+194.7% | $10,007+240.6% | $11,429+198.3% |