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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 | $1,761,535 | $138,078+1175.8% | $125,363+1305.1% | $134,509+1209.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -8.42% | 750.49%-758.9pp | 572.15%-580.6pp | 418.13%-426.6pp |
| Employer contribution / active EE | $3,000 | $5,245-42.8% | $4,815-37.7% | $4,741-36.7% |
| Participant deferral / active EE | $13,500 | $7,800+73.1% | $7,447+81.3% | $6,400+110.9% |
| Admin fee / account holder | $80,506 | $11,566+596.1% | $10,005+704.6% | $11,427+604.5% |