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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 | $388,230 | $135,645+186.2% | $110,243+252.2% | $135,380+186.8% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -6.83% | 513.24%-520.1pp | 314.76%-321.6pp | 519.81%-526.6pp |
| Employer contribution / active EE | $13,088 | $4,907+166.7% | $3,827+242.0% | $4,779+173.9% |
| Participant deferral / active EE | $26,572 | $5,507+382.5% | $4,672+468.7% | $5,609+373.7% |
| Admin fee / account holder | $3,791 | $11,458-66.9% | $8,548-55.6% | $10,828-65.0% |