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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 | $885,478 | $138,076+541.3% | $123,553+616.7% | $135,380+554.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.63% | 153.70%-161.3pp | 119.21%-126.8pp | 519.81%-527.4pp |
| Employer contribution / active EE | $30,319 | $5,152+488.5% | $4,628+555.1% | $4,779+534.4% |
| Participant deferral / active EE | $3,000 | $6,800-55.9% | $6,426-53.3% | $5,609-46.5% |
| Admin fee / account holder | $182,488 | $10,917+1571.6% | $9,284+1865.5% | $10,828+1585.3% |