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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 | $720,996 | $190,862+277.8% | $159,991+350.6% | $134,509+436.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -10.29% | 552.59%-562.9pp | 408.82%-419.1pp | 418.13%-428.4pp |
| Employer contribution / active EE | $20,250 | $4,995+305.4% | $4,225+379.3% | $4,741+327.2% |
| Participant deferral / active EE | $20,250 | $6,924+192.5% | $6,183+227.5% | $6,400+216.4% |
| Admin fee / account holder | $492,497 | $10,495+4592.7% | $8,715+5551.4% | $11,427+4210.1% |