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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 | $582,673 | $180,459+222.9% | $154,108+278.1% | $135,380+330.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -2.60% | 888.21%-890.8pp | 735.21%-737.8pp | 519.81%-522.4pp |
| Employer contribution / active EE | $15,919 | $6,035+163.8% | $5,298+200.5% | $4,779+233.1% |
| Participant deferral / active EE | $15,346 | $5,806+164.3% | $5,081+202.1% | $5,609+173.6% |
| Admin fee / account holder | $211,971 | $16,145+1212.9% | $13,411+1480.5% | $10,828+1857.6% |