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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 | $473,176 | $180,459+162.2% | $154,108+207.0% | $135,380+249.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -7.57% | 888.21%-895.8pp | 735.21%-742.8pp | 519.81%-527.4pp |
| Employer contribution / active EE | $5,781 | $6,035-4.2% | $5,298+9.1% | $4,779+21.0% |
| Participant deferral / active EE | $10,687 | $5,806+84.1% | $5,081+110.3% | $5,609+90.5% |
| Admin fee / account holder | $101,313 | $16,145+527.5% | $13,411+655.4% | $10,828+835.6% |