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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 | $591,579 | $138,072+328.5% | $123,549+378.8% | $135,382+337.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -3.10% | 153.69%-156.8pp | 119.20%-122.3pp | 519.77%-522.9pp |
| Employer contribution / active EE | $25,889 | $5,152+402.5% | $4,628+459.4% | $4,779+441.7% |
| Participant deferral / active EE | $0 | $6,799-100.0% | $6,426-100.0% | $5,609-100.0% |
| Admin fee / account holder | $13,353 | $10,917+22.3% | $9,284+43.8% | $10,829+23.3% |