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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 | $810,027 | $180,459+348.9% | $154,108+425.6% | $135,380+498.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -4.54% | 888.21%-892.7pp | 735.21%-739.7pp | 519.81%-524.3pp |
| Employer contribution / active EE | $33,899 | $6,035+461.7% | $5,298+539.9% | $4,779+609.4% |
| Participant deferral / active EE | $24,866 | $5,806+328.3% | $5,081+389.4% | $5,609+343.3% |
| Admin fee / account holder | $178,636 | $16,145+1006.4% | $13,411+1232.0% | $10,828+1549.7% |