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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 | $515,447 | $180,466+185.6% | $154,114+234.5% | $135,382+280.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -5.65% | 888.15%-893.8pp | 735.16%-740.8pp | 519.77%-525.4pp |
| Employer contribution / active EE | $7,626 | $6,035+26.4% | $5,298+43.9% | $4,779+59.6% |
| Participant deferral / active EE | $5,876 | $5,806+1.2% | $5,081+15.7% | $5,609+4.8% |
| Admin fee / account holder | $2,909 | $16,144-82.0% | $13,411-78.3% | $10,829-73.1% |