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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 | $979,365 | $138,072+609.3% | $123,549+692.7% | $135,382+623.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -1.74% | 153.69%-155.4pp | 119.20%-120.9pp | 519.77%-521.5pp |
| Employer contribution / active EE | $16,500 | $5,152+220.3% | $4,628+256.5% | $4,779+245.3% |
| Participant deferral / active EE | $0 | $6,799-100.0% | $6,426-100.0% | $5,609-100.0% |
| Admin fee / account holder | $438,816 | $10,917+3919.7% | $9,284+4626.4% | $10,829+3952.4% |