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 | $1,319,027 | $180,461+630.9% | $154,110+755.9% | $135,381+874.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -6.21% | 888.23%-894.4pp | 735.22%-741.4pp | 519.81%-526.0pp |
| Employer contribution / active EE | $33,105 | $6,035+448.5% | $5,298+524.9% | $4,779+592.7% |
| Participant deferral / active EE | $17,321 | $5,806+198.3% | $5,081+240.9% | $5,609+208.8% |
| Admin fee / account holder | $2,074 | $16,146-87.2% | $13,412-84.5% | $10,828-80.8% |