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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 | $1,245,671 | $138,078+802.2% | $125,363+893.6% | $134,509+826.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.55% | 750.49%-768.0pp | 572.15%-589.7pp | 418.13%-435.7pp |
| Employer contribution / active EE | $8,333 | $5,245+58.9% | $4,815+73.1% | $4,741+75.8% |
| Participant deferral / active EE | $26,667 | $7,800+241.9% | $7,447+258.1% | $6,400+316.6% |
| Admin fee / account holder | $9,703 | $11,566-16.1% | $10,005-3.0% | $11,427-15.1% |