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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 | $560,565 | $180,466+210.6% | $154,114+263.7% | $135,382+314.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -3.51% | 888.15%-891.7pp | 735.16%-738.7pp | 519.77%-523.3pp |
| Employer contribution / active EE | $41,125 | $6,035+581.4% | $5,298+676.3% | $4,779+760.6% |
| Participant deferral / active EE | $15,375 | $5,806+164.8% | $5,081+202.6% | $5,609+174.1% |
| Admin fee / account holder | $9,738 | $16,144-39.7% | $13,411-27.4% | $10,829-10.1% |