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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 | $278,430 | $180,459+54.3% | $154,108+80.7% | $135,380+105.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -2.32% | 888.21%-890.5pp | 735.21%-737.5pp | 519.81%-522.1pp |
| Employer contribution / active EE | $6,018 | $6,035-0.3% | $5,298+13.6% | $4,779+25.9% |
| Participant deferral / active EE | $6,379 | $5,806+9.9% | $5,081+25.6% | $5,609+13.7% |
| Admin fee / account holder | $260,444 | $16,145+1513.2% | $13,411+1842.0% | $10,828+2305.3% |