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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 | $997,420 | $92,684+976.2% | $82,706+1106.0% | $134,509+641.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -20.26% | 945.84%-966.1pp | 701.76%-722.0pp | 418.13%-438.4pp |
| Employer contribution / active EE | $6,150 | $3,272+88.0% | $3,007+104.5% | $4,741+29.7% |
| Participant deferral / active EE | $13,500 | $4,800+181.3% | $4,394+207.3% | $6,400+110.9% |
| Admin fee / account holder | $7,835 | $5,982+31.0% | $5,329+47.0% | $11,427-31.4% |