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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 | $655,194 | $180,466+263.1% | $154,114+325.1% | $135,382+384.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -6.16% | 888.15%-894.3pp | 735.16%-741.3pp | 519.77%-525.9pp |
| Employer contribution / active EE | $32,807 | $6,035+443.6% | $5,298+519.3% | $4,779+586.5% |
| Participant deferral / active EE | $21,073 | $5,806+262.9% | $5,081+314.8% | $5,609+275.7% |
| Admin fee / account holder | $116,295 | $16,144+620.3% | $13,411+767.2% | $10,829+974.0% |