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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 | $723,059 | $180,459+300.7% | $154,108+369.2% | $135,380+434.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -8.09% | 888.21%-896.3pp | 735.21%-743.3pp | 519.81%-527.9pp |
| Employer contribution / active EE | $39,599 | $6,035+556.1% | $5,298+647.5% | $4,779+728.6% |
| Participant deferral / active EE | $16,691 | $5,806+187.5% | $5,081+228.5% | $5,609+197.6% |
| Admin fee / account holder | $29,155 | $16,145+80.6% | $13,411+117.4% | $10,828+169.3% |