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 | $2,020,955 | $180,461+1019.9% | $154,110+1211.4% | $135,381+1392.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -1.63% | 888.23%-889.9pp | 735.22%-736.9pp | 519.81%-521.4pp |
| Employer contribution / active EE | $12,724 | $6,035+110.8% | $5,298+140.2% | $4,779+166.3% |
| Participant deferral / active EE | $17,808 | $5,806+206.7% | $5,081+250.5% | $5,609+217.5% |
| Admin fee / account holder | $176,186 | $16,146+991.2% | $13,412+1213.7% | $10,828+1527.1% |