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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 | $426,102 | $180,459+136.1% | $154,108+176.5% | $135,380+214.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -4.29% | 888.21%-892.5pp | 735.21%-739.5pp | 519.81%-524.1pp |
| Employer contribution / active EE | $13,365 | $6,035+121.4% | $5,298+152.3% | $4,779+179.7% |
| Participant deferral / active EE | $8,167 | $5,806+40.7% | $5,081+60.7% | $5,609+45.6% |
| Admin fee / account holder | $4,315 | $16,145-73.3% | $13,411-67.8% | $10,828-60.1% |