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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 | $351,974 | $97,729+260.2% | $83,830+319.9% | $135,379+160.0% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -6.16% | 1287.52%-1293.7pp | 850.97%-857.1pp | 519.79%-525.9pp |
| Employer contribution / active EE | $10,601 | $4,222+151.1% | $3,631+191.9% | $4,779+121.8% |
| Participant deferral / active EE | $13,744 | $4,683+193.5% | $4,082+236.7% | $5,609+145.0% |
| Admin fee / account holder | $707 | $6,674-89.4% | $5,479-87.1% | $10,828-93.5% |