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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 | $733,394 | $138,072+431.2% | $123,549+493.6% | $135,382+441.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.31% | 153.69%-161.0pp | 119.20%-126.5pp | 519.77%-527.1pp |
| Employer contribution / active EE | $18,000 | $5,152+249.4% | $4,628+288.9% | $4,779+276.7% |
| Participant deferral / active EE | $9,713 | $6,799+42.9% | $6,426+51.2% | $5,609+73.2% |
| Admin fee / account holder | $14,996 | $10,917+37.4% | $9,284+61.5% | $10,829+38.5% |