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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 | $268,434 | $180,462+48.7% | $154,111+74.2% | $135,379+98.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -6.46% | 888.17%-894.6pp | 735.18%-741.6pp | 519.79%-526.3pp |
| Employer contribution / active EE | $4,173 | $6,036-30.9% | $5,298-21.2% | $4,779-12.7% |
| Participant deferral / active EE | $7,051 | $5,806+21.4% | $5,081+38.8% | $5,609+25.7% |
| Admin fee / account holder | $13,978 | $16,145-13.4% | $13,411+4.2% | $10,828+29.1% |