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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 | $3,557,997 | $138,125+2475.9% | $125,401+2737.3% | $134,554+2544.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -10.54% | 751.06%-761.6pp | 572.53%-583.1pp | 418.46%-429.0pp |
| Employer contribution / active EE | $35,166 | $5,246+570.3% | $4,816+630.2% | $4,742+641.6% |
| Participant deferral / active EE | $27,000 | $7,801+246.1% | $7,448+262.5% | $6,401+321.8% |
| Admin fee / account holder | $64,291 | $11,569+455.7% | $10,008+542.4% | $11,430+462.5% |