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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 | $340,673 | $180,459+88.8% | $154,108+121.1% | $135,380+151.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -7.39% | 888.21%-895.6pp | 735.21%-742.6pp | 519.81%-527.2pp |
| Employer contribution / active EE | $10,703 | $6,035+77.3% | $5,298+102.0% | $4,779+124.0% |
| Participant deferral / active EE | $12,515 | $5,806+115.5% | $5,081+146.3% | $5,609+123.1% |
| Admin fee / account holder | $510 | $16,145-96.8% | $13,411-96.2% | $10,828-95.3% |