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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 | $490,576 | $135,645+261.7% | $110,243+345.0% | $135,380+262.4% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -5.28% | 513.24%-518.5pp | 314.76%-320.0pp | 519.81%-525.1pp |
| Employer contribution / active EE | $14,789 | $4,907+201.4% | $3,827+286.5% | $4,779+209.5% |
| Participant deferral / active EE | $11,068 | $5,507+101.0% | $4,672+136.9% | $5,609+97.3% |
| Admin fee / account holder | $4,602 | $11,458-59.8% | $8,548-46.2% | $10,828-57.5% |