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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 | $535,325 | $160,059+234.5% | $140,019+282.3% | $135,380+295.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -5.17% | 911.48%-916.6pp | 651.17%-656.3pp | 519.81%-525.0pp |
| Employer contribution / active EE | $1,981 | $6,420-69.1% | $5,605-64.7% | $4,779-58.5% |
| Participant deferral / active EE | $12,686 | $7,641+66.0% | $6,927+83.2% | $5,609+126.2% |
| Admin fee / account holder | $1,210 | $13,328-90.9% | $10,705-88.7% | $10,828-88.8% |