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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 | $307,108 | $180,462+70.2% | $154,111+99.3% | $135,379+126.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -3.48% | 888.17%-891.7pp | 735.18%-738.7pp | 519.79%-523.3pp |
| Employer contribution / active EE | $11,571 | $6,036+91.7% | $5,298+118.4% | $4,779+142.1% |
| Participant deferral / active EE | $7,351 | $5,806+26.6% | $5,081+44.7% | $5,609+31.1% |
| Admin fee / account holder | $2,249 | $16,145-86.1% | $13,411-83.2% | $10,828-79.2% |