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 | $2,068,049 | $168,636+1126.3% | $147,618+1301.0% | $125,389+1549.3% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -0.86% | 77.65%-78.5pp | 61.98%-62.8pp | 282.24%-283.1pp |
| Employer contribution / active EE | $20,150 | $6,252+222.3% | $5,564+262.1% | $4,866+314.1% |
| Participant deferral / active EE | $19,291 | $5,507+250.3% | $4,895+294.1% | $5,352+260.5% |
| Admin fee / account holder | $503,197 | $13,581+3605.3% | $11,612+4233.5% | $9,541+5174.1% |