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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 | $941,819 | $180,462+421.9% | $154,111+511.1% | $135,379+595.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -7.19% | 888.17%-895.4pp | 735.18%-742.4pp | 519.79%-527.0pp |
| Employer contribution / active EE | $26,273 | $6,036+335.3% | $5,298+395.9% | $4,779+449.8% |
| Participant deferral / active EE | $15,636 | $5,806+169.3% | $5,081+207.8% | $5,609+178.8% |
| Admin fee / account holder | $6,923 | $16,145-57.1% | $13,411-48.4% | $10,828-36.1% |