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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 | $924,884 | $180,459+412.5% | $154,108+500.2% | $135,380+583.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -4.80% | 888.21%-893.0pp | 735.21%-740.0pp | 519.81%-524.6pp |
| Employer contribution / active EE | $27,750 | $6,035+359.8% | $5,298+423.8% | $4,779+480.7% |
| Participant deferral / active EE | $15,485 | $5,806+166.7% | $5,081+204.8% | $5,609+176.1% |
| Admin fee / account holder | $377,443 | $16,145+2237.8% | $13,411+2714.3% | $10,828+3385.8% |