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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 | $2,695,840 | $180,459+1393.9% | $154,108+1649.3% | $135,380+1891.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -3.72% | 888.21%-891.9pp | 735.21%-738.9pp | 519.81%-523.5pp |
| Employer contribution / active EE | $25,864 | $6,035+328.6% | $5,298+388.2% | $4,779+441.2% |
| Participant deferral / active EE | $15,967 | $5,806+175.0% | $5,081+214.3% | $5,609+184.7% |
| Admin fee / account holder | $39,417 | $16,145+144.1% | $13,411+193.9% | $10,828+264.0% |