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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 | $920,824 | $138,076+566.9% | $123,553+645.3% | $135,380+580.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.43% | 153.70%-160.1pp | 119.21%-125.6pp | 519.81%-526.2pp |
| Employer contribution / active EE | $20,525 | $5,152+298.4% | $4,628+343.5% | $4,779+329.5% |
| Participant deferral / active EE | $17,269 | $6,800+154.0% | $6,426+168.7% | $5,609+207.9% |
| Admin fee / account holder | $17,433 | $10,917+59.7% | $9,284+87.8% | $10,828+61.0% |