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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 | $1,043,531 | $168,635+518.8% | $147,617+606.9% | $125,389+732.2% |
| Participation rate | 90.9% | 88.8%+2.1pp | 84.6%+6.3pp | 83.2%+7.7pp |
| Annual return | -0.39% | 77.65%-78.0pp | 61.98%-62.4pp | 282.24%-282.6pp |
| Employer contribution / active EE | $15,005 | $6,252+140.0% | $5,564+169.7% | $4,866+208.3% |
| Participant deferral / active EE | $9,441 | $5,507+71.4% | $4,895+92.8% | $5,352+76.4% |
| Admin fee / account holder | $49,919 | $13,580+267.6% | $11,612+329.9% | $9,541+423.2% |