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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 | $1,171,208 | $168,636+594.5% | $147,618+693.4% | $125,388+834.1% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -2.87% | 77.65%-80.5pp | 61.98%-64.8pp | 282.24%-285.1pp |
| Employer contribution / active EE | $37,188 | $6,252+494.8% | $5,565+568.3% | $4,866+664.2% |
| Participant deferral / active EE | $25,500 | $5,507+363.1% | $4,895+420.9% | $5,352+376.5% |
| Admin fee / account holder | $5,676 | $13,580-58.2% | $11,612-51.1% | $9,541-40.5% |