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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 | $311,141 | $180,462+72.4% | $154,111+101.9% | $135,379+129.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -7.35% | 888.17%-895.5pp | 735.18%-742.5pp | 519.79%-527.1pp |
| Employer contribution / active EE | $13,919 | $6,036+130.6% | $5,298+162.7% | $4,779+191.3% |
| Participant deferral / active EE | $9,900 | $5,806+70.5% | $5,081+94.9% | $5,609+76.5% |
| Admin fee / account holder | $2,817 | $16,145-82.5% | $13,411-79.0% | $10,828-74.0% |