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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 | $437,099 | $180,462+142.2% | $154,111+183.6% | $135,379+222.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -6.10% | 888.17%-894.3pp | 735.18%-741.3pp | 519.79%-525.9pp |
| Employer contribution / active EE | $48,917 | $6,036+710.5% | $5,298+823.3% | $4,779+923.6% |
| Participant deferral / active EE | $8,083 | $5,806+39.2% | $5,081+59.1% | $5,609+44.1% |
| Admin fee / account holder | $26,690 | $16,145+65.3% | $13,411+99.0% | $10,828+146.5% |