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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 | $1,258,755 | $180,459+597.5% | $154,108+716.8% | $135,380+829.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -4.98% | 888.21%-893.2pp | 735.21%-740.2pp | 519.81%-524.8pp |
| Employer contribution / active EE | $30,500 | $6,035+405.4% | $5,298+475.7% | $4,779+538.2% |
| Participant deferral / active EE | $23,500 | $5,806+304.7% | $5,081+362.5% | $5,609+319.0% |
| Admin fee / account holder | $23,103 | $16,145+43.1% | $13,411+72.3% | $10,828+113.4% |