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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 | $1,017,150 | $180,459+463.6% | $154,108+560.0% | $135,380+651.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -5.50% | 888.21%-893.7pp | 735.21%-740.7pp | 519.81%-525.3pp |
| Employer contribution / active EE | $29,125 | $6,035+382.6% | $5,298+449.8% | $4,779+509.5% |
| Participant deferral / active EE | $22,750 | $5,806+291.8% | $5,081+347.8% | $5,609+305.6% |
| Admin fee / account holder | $36,985 | $16,145+129.1% | $13,411+175.8% | $10,828+241.6% |