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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 | $1,153,829 | $138,102+735.5% | $125,381+820.3% | $134,532+757.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.07% | 750.73%-766.8pp | 572.31%-588.4pp | 418.27%-434.3pp |
| Employer contribution / active EE | $32,959 | $5,245+528.3% | $4,815+584.5% | $4,741+595.2% |
| Participant deferral / active EE | $26,490 | $7,801+239.6% | $7,448+255.7% | $6,401+313.8% |
| Admin fee / account holder | $3,292 | $11,568-71.5% | $10,007-67.1% | $11,429-71.2% |