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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 | $512,018 | $138,076+270.8% | $123,553+314.4% | $135,380+278.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -0.96% | 153.70%-154.7pp | 119.21%-120.2pp | 519.81%-520.8pp |
| Employer contribution / active EE | $19,809 | $5,152+284.5% | $4,628+328.0% | $4,779+314.5% |
| Participant deferral / active EE | $12,250 | $6,800+80.2% | $6,426+90.6% | $5,609+118.4% |
| Admin fee / account holder | $957 | $10,917-91.2% | $9,284-89.7% | $10,828-91.2% |