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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 | $545,894 | $180,459+202.5% | $154,108+254.2% | $135,380+303.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -5.48% | 888.21%-893.7pp | 735.21%-740.7pp | 519.81%-525.3pp |
| Employer contribution / active EE | $35,037 | $6,035+480.5% | $5,298+561.4% | $4,779+633.2% |
| Participant deferral / active EE | $19,454 | $5,806+235.0% | $5,081+282.9% | $5,609+246.8% |
| Admin fee / account holder | $64,777 | $16,145+301.2% | $13,411+383.0% | $10,828+498.2% |