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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 | $335,419 | $180,462+85.9% | $154,111+117.6% | $135,379+147.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -1.38% | 888.17%-889.6pp | 735.18%-736.6pp | 519.79%-521.2pp |
| Employer contribution / active EE | $13,954 | $6,036+131.2% | $5,298+163.4% | $4,779+192.0% |
| Participant deferral / active EE | $9,583 | $5,806+65.0% | $5,081+88.6% | $5,609+70.9% |
| Admin fee / account holder | $3,327 | $16,145-79.4% | $13,411-75.2% | $10,828-69.3% |