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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 | $1,307,635 | $138,102+846.9% | $125,381+942.9% | $134,532+872.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -12.46% | 750.73%-763.2pp | 572.31%-584.8pp | 418.27%-430.7pp |
| Employer contribution / active EE | $22,986 | $5,245+338.2% | $4,815+377.4% | $4,741+384.8% |
| Participant deferral / active EE | $12,775 | $7,801+63.8% | $7,448+71.5% | $6,401+99.6% |
| Admin fee / account holder | $16,584 | $11,568+43.4% | $10,007+65.7% | $11,429+45.1% |