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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 | $582,576 | $135,645+329.5% | $110,243+428.4% | $135,380+330.3% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -6.94% | 513.24%-520.2pp | 314.76%-321.7pp | 519.81%-526.7pp |
| Employer contribution / active EE | $11,667 | $4,907+137.8% | $3,827+204.9% | $4,779+144.1% |
| Participant deferral / active EE | $8,267 | $5,507+50.1% | $4,672+76.9% | $5,609+47.4% |
| Admin fee / account holder | $7,458 | $11,458-34.9% | $8,548-12.8% | $10,828-31.1% |