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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 | $465,926 | $180,459+158.2% | $154,108+202.3% | $135,380+244.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -2.68% | 888.21%-890.9pp | 735.21%-737.9pp | 519.81%-522.5pp |
| Employer contribution / active EE | $8,373 | $6,035+38.7% | $5,298+58.1% | $4,779+75.2% |
| Participant deferral / active EE | $6,706 | $5,806+15.5% | $5,081+32.0% | $5,609+19.6% |
| Admin fee / account holder | $5,624 | $16,145-65.2% | $13,411-58.1% | $10,828-48.1% |