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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 | $698,823 | $168,636+314.4% | $147,618+373.4% | $125,388+457.3% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -3.29% | 77.65%-80.9pp | 61.98%-65.3pp | 282.24%-285.5pp |
| Employer contribution / active EE | $35,000 | $6,252+459.8% | $5,565+529.0% | $4,866+619.3% |
| Participant deferral / active EE | $19,333 | $5,507+251.1% | $4,895+294.9% | $5,352+261.3% |
| Admin fee / account holder | $1,195 | $13,580-91.2% | $11,612-89.7% | $9,541-87.5% |