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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 | $282,459 | $190,916+47.9% | $160,037+76.5% | $134,545+109.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -4.54% | 552.79%-557.3pp | 408.95%-413.5pp | 418.37%-422.9pp |
| Employer contribution / active EE | $30,206 | $4,996+504.7% | $4,226+614.8% | $4,742+537.0% |
| Participant deferral / active EE | $2,052 | $6,925-70.4% | $6,184-66.8% | $6,401-67.9% |
| Admin fee / account holder | $1,555 | $10,497-85.2% | $8,716-82.2% | $11,431-86.4% |