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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 | $1,179,077 | $138,076+753.9% | $123,553+854.3% | $135,380+770.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -2.88% | 153.70%-156.6pp | 119.21%-122.1pp | 519.81%-522.7pp |
| Employer contribution / active EE | $36,500 | $5,152+608.5% | $4,628+688.7% | $4,779+663.8% |
| Participant deferral / active EE | $21,500 | $6,800+216.2% | $6,426+234.6% | $5,609+283.3% |
| Admin fee / account holder | $51,260 | $10,917+369.6% | $9,284+452.1% | $10,828+373.4% |