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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 | $909,225 | $180,459+403.8% | $154,108+490.0% | $135,380+571.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -6.83% | 888.21%-895.0pp | 735.21%-742.0pp | 519.81%-526.6pp |
| Employer contribution / active EE | $34,454 | $6,035+470.9% | $5,298+550.4% | $4,779+621.0% |
| Participant deferral / active EE | $23,177 | $5,806+299.2% | $5,081+356.2% | $5,609+313.2% |
| Admin fee / account holder | $426,989 | $16,145+2544.7% | $13,411+3083.8% | $10,828+3843.3% |