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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 | $429,412 | $180,459+138.0% | $154,108+178.6% | $135,380+217.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -1.14% | 888.21%-889.3pp | 735.21%-736.3pp | 519.81%-520.9pp |
| Employer contribution / active EE | $27,657 | $6,035+358.3% | $5,298+422.1% | $4,779+478.7% |
| Participant deferral / active EE | $18,444 | $5,806+217.7% | $5,081+263.0% | $5,609+228.8% |
| Admin fee / account holder | $445,829 | $16,145+2661.4% | $13,411+3224.2% | $10,828+4017.3% |