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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 | $607,847 | $138,076+340.2% | $123,553+392.0% | $135,380+349.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.92% | 153.70%-159.6pp | 119.21%-125.1pp | 519.81%-525.7pp |
| Employer contribution / active EE | $27,434 | $5,152+432.5% | $4,628+492.8% | $4,779+474.1% |
| Participant deferral / active EE | $22,500 | $6,800+230.9% | $6,426+250.1% | $5,609+301.1% |
| Admin fee / account holder | $807,248 | $10,917+7294.6% | $9,284+8594.6% | $10,828+7355.1% |