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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 | $901,980 | $138,076+553.2% | $123,553+630.0% | $135,380+566.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -8.27% | 153.70%-162.0pp | 119.21%-127.5pp | 519.81%-528.1pp |
| Employer contribution / active EE | $35,967 | $5,152+598.1% | $4,628+677.1% | $4,779+652.6% |
| Participant deferral / active EE | $5,101 | $6,800-25.0% | $6,426-20.6% | $5,609-9.1% |
| Admin fee / account holder | $33,056 | $10,917+202.8% | $9,284+256.0% | $10,828+205.3% |