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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 | $1,481,252 | $160,059+825.4% | $140,019+957.9% | $135,382+994.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -6.04% | 911.44%-917.5pp | 651.15%-657.2pp | 519.77%-525.8pp |
| Employer contribution / active EE | $54,409 | $6,420+747.5% | $5,605+870.7% | $4,779+1038.6% |
| Participant deferral / active EE | $0 | $7,641-100.0% | $6,927-100.0% | $5,609-100.0% |
| Admin fee / account holder | $114,292 | $13,328+757.5% | $10,705+967.6% | $10,829+955.5% |