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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 | $681,980 | $180,459+277.9% | $154,108+342.5% | $135,380+403.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -5.57% | 888.21%-893.8pp | 735.21%-740.8pp | 519.81%-525.4pp |
| Employer contribution / active EE | $19,192 | $6,035+218.0% | $5,298+262.3% | $4,779+301.6% |
| Participant deferral / active EE | $16,015 | $5,806+175.8% | $5,081+215.2% | $5,609+185.5% |
| Admin fee / account holder | $256,009 | $16,145+1485.7% | $13,411+1808.9% | $10,828+2264.3% |