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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 | $504,021 | $180,459+179.3% | $154,108+227.1% | $135,380+272.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -1.65% | 888.21%-889.9pp | 735.21%-736.9pp | 519.81%-521.5pp |
| Employer contribution / active EE | $9,625 | $6,035+59.5% | $5,298+81.7% | $4,779+101.4% |
| Participant deferral / active EE | $9,693 | $5,806+66.9% | $5,081+90.8% | $5,609+72.8% |
| Admin fee / account holder | $1,215 | $16,145-92.5% | $13,411-90.9% | $10,828-88.8% |