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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 | $842,402 | $180,462+366.8% | $154,111+446.6% | $135,379+522.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -7.61% | 888.17%-895.8pp | 735.18%-742.8pp | 519.79%-527.4pp |
| Employer contribution / active EE | $33,229 | $6,036+450.6% | $5,298+527.2% | $4,779+595.3% |
| Participant deferral / active EE | $18,524 | $5,806+219.0% | $5,081+264.6% | $5,609+230.3% |
| Admin fee / account holder | $4,046 | $16,145-74.9% | $13,411-69.8% | $10,828-62.6% |