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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 | $670,663 | $180,466+271.6% | $154,114+335.2% | $135,382+395.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -8.12% | 888.15%-896.3pp | 735.16%-743.3pp | 519.77%-527.9pp |
| Employer contribution / active EE | $27,188 | $6,035+350.5% | $5,298+413.2% | $4,779+468.9% |
| Participant deferral / active EE | $18,672 | $5,806+221.6% | $5,081+267.5% | $5,609+232.9% |
| Admin fee / account holder | $1,826 | $16,144-88.7% | $13,411-86.4% | $10,829-83.1% |