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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 | $430,633 | $180,459+138.6% | $154,108+179.4% | $135,380+218.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -5.38% | 888.21%-893.6pp | 735.21%-740.6pp | 519.81%-525.2pp |
| Employer contribution / active EE | $23,321 | $6,035+286.4% | $5,298+340.2% | $4,779+388.0% |
| Participant deferral / active EE | $15,475 | $5,806+166.5% | $5,081+204.6% | $5,609+175.9% |
| Admin fee / account holder | $127,506 | $16,145+689.8% | $13,411+850.7% | $10,828+1077.5% |