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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 | $316,551 | $135,645+133.4% | $110,243+187.1% | $135,380+133.8% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -7.00% | 513.24%-520.2pp | 314.76%-321.8pp | 519.81%-526.8pp |
| Employer contribution / active EE | $14,613 | $4,907+197.8% | $3,827+281.9% | $4,779+205.8% |
| Participant deferral / active EE | $16,500 | $5,507+199.6% | $4,672+253.2% | $5,609+194.2% |
| Admin fee / account holder | $3,423 | $11,458-70.1% | $8,548-60.0% | $10,828-68.4% |