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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 | $956,449 | $180,462+430.0% | $154,111+520.6% | $135,379+606.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -8.38% | 888.17%-896.5pp | 735.18%-743.6pp | 519.79%-528.2pp |
| Employer contribution / active EE | $23,750 | $6,036+293.5% | $5,298+348.3% | $4,779+397.0% |
| Participant deferral / active EE | $7,431 | $5,806+28.0% | $5,081+46.3% | $5,609+32.5% |
| Admin fee / account holder | $40,715 | $16,145+152.2% | $13,411+203.6% | $10,828+276.0% |