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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 | $838,662 | $180,459+364.7% | $154,108+444.2% | $135,380+519.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -3.34% | 888.21%-891.5pp | 735.21%-738.5pp | 519.81%-523.1pp |
| Employer contribution / active EE | $14,271 | $6,035+136.5% | $5,298+169.4% | $4,779+198.6% |
| Participant deferral / active EE | $9,374 | $5,806+61.4% | $5,081+84.5% | $5,609+67.1% |
| Admin fee / account holder | $36,873 | $16,145+128.4% | $13,411+174.9% | $10,828+240.5% |