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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 | $919,244 | $180,459+409.4% | $154,108+496.5% | $135,380+579.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -4.72% | 888.21%-892.9pp | 735.21%-739.9pp | 519.81%-524.5pp |
| Employer contribution / active EE | $11,057 | $6,035+83.2% | $5,298+108.7% | $4,779+131.4% |
| Participant deferral / active EE | $15,750 | $5,806+171.3% | $5,081+210.0% | $5,609+180.8% |
| Admin fee / account holder | $4,339 | $16,145-73.1% | $13,411-67.6% | $10,828-59.9% |