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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 | $592,918 | $138,078+329.4% | $125,363+373.0% | $134,509+340.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.39% | 750.49%-764.9pp | 572.15%-586.5pp | 418.13%-432.5pp |
| Employer contribution / active EE | $36,975 | $5,245+605.0% | $4,815+668.0% | $4,741+680.0% |
| Participant deferral / active EE | $23,750 | $7,800+204.5% | $7,447+218.9% | $6,400+271.1% |
| Admin fee / account holder | $3,654 | $11,566-68.4% | $10,005-63.5% | $11,427-68.0% |