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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 | $467,222 | $180,462+158.9% | $154,111+203.2% | $135,379+245.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -4.10% | 888.17%-892.3pp | 735.18%-739.3pp | 519.79%-523.9pp |
| Employer contribution / active EE | $12,892 | $6,036+113.6% | $5,298+143.3% | $4,779+169.8% |
| Participant deferral / active EE | $8,000 | $5,806+37.8% | $5,081+57.5% | $5,609+42.6% |
| Admin fee / account holder | $4,040 | $16,145-75.0% | $13,411-69.9% | $10,828-62.7% |