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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 | $436,891 | $190,916+128.8% | $160,037+173.0% | $134,545+224.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -10.45% | 552.79%-563.2pp | 408.95%-419.4pp | 418.37%-428.8pp |
| Employer contribution / active EE | $14,927 | $4,996+198.8% | $4,226+253.3% | $4,742+214.8% |
| Participant deferral / active EE | $2,310 | $6,925-66.6% | $6,184-62.6% | $6,401-63.9% |
| Admin fee / account holder | $4,512 | $10,497-57.0% | $8,716-48.2% | $11,431-60.5% |