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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 | $987,317 | $138,076+615.1% | $123,553+699.1% | $135,380+629.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -1.13% | 153.70%-154.8pp | 119.21%-120.3pp | 519.81%-520.9pp |
| Employer contribution / active EE | $36,500 | $5,152+608.5% | $4,628+688.7% | $4,779+663.8% |
| Participant deferral / active EE | $24,500 | $6,800+260.3% | $6,426+281.3% | $5,609+336.8% |
| Admin fee / account holder | $37,188 | $10,917+240.7% | $9,284+300.5% | $10,828+243.4% |