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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 | $792,424 | $138,114+473.7% | $125,391+532.0% | $134,545+489.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -8.77% | 750.88%-759.7pp | 572.41%-581.2pp | 418.37%-427.1pp |
| Employer contribution / active EE | $24,939 | $5,246+375.4% | $4,816+417.9% | $4,742+426.0% |
| Participant deferral / active EE | $15,300 | $7,801+96.1% | $7,448+105.4% | $6,401+139.0% |
| Admin fee / account holder | $21,607 | $11,570+86.7% | $10,009+115.9% | $11,431+89.0% |