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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 | $940,848 | $180,466+421.3% | $154,114+510.5% | $135,382+595.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -3.71% | 888.15%-891.9pp | 735.16%-738.9pp | 519.77%-523.5pp |
| Employer contribution / active EE | $19,663 | $6,035+225.8% | $5,298+271.2% | $4,779+311.5% |
| Participant deferral / active EE | $19,938 | $5,806+243.4% | $5,081+292.4% | $5,609+255.5% |
| Admin fee / account holder | $192,360 | $16,144+1091.5% | $13,411+1334.4% | $10,829+1676.4% |