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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 | $613,003 | $180,459+239.7% | $154,108+297.8% | $135,380+352.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -2.08% | 888.21%-890.3pp | 735.21%-737.3pp | 519.81%-521.9pp |
| Employer contribution / active EE | $15,961 | $6,035+164.5% | $5,298+201.3% | $4,779+234.0% |
| Participant deferral / active EE | $13,533 | $5,806+133.1% | $5,081+166.4% | $5,609+141.3% |
| Admin fee / account holder | $104,492 | $16,145+547.2% | $13,411+679.1% | $10,828+865.0% |