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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 | $1,640,846 | $138,076+1088.4% | $123,553+1228.1% | $135,380+1112.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -3.25% | 153.70%-157.0pp | 119.21%-122.5pp | 519.81%-523.1pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $7,924 | $6,800+16.5% | $6,426+23.3% | $5,609+41.3% |
| Admin fee / account holder | $14,826 | $10,917+35.8% | $9,284+59.7% | $10,828+36.9% |