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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 | $1,659,426 | $138,102+1101.6% | $125,381+1223.5% | $134,532+1133.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.38% | 750.73%-766.1pp | 572.31%-587.7pp | 418.27%-433.6pp |
| Employer contribution / active EE | $14,033 | $5,245+167.5% | $4,815+191.4% | $4,741+196.0% |
| Participant deferral / active EE | $19,467 | $7,801+149.6% | $7,448+161.4% | $6,401+204.1% |
| Admin fee / account holder | $13,689 | $11,568+18.3% | $10,007+36.8% | $11,429+19.8% |