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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 | $890,237 | $167,362+431.9% | $143,799+519.1% | $134,532+561.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.93% | 0.47%-18.4pp | -0.04%-17.9pp | 418.27%-436.2pp |
| Employer contribution / active EE | $36,297 | $5,620+545.8% | $4,952+633.0% | $4,741+665.6% |
| Participant deferral / active EE | $22,681 | $6,447+251.8% | $5,638+302.3% | $6,401+254.3% |
| Admin fee / account holder | $3,839 | $18,094-78.8% | $14,677-73.8% | $11,429-66.4% |