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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 | $281,334 | $135,645+107.4% | $110,243+155.2% | $135,380+107.8% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -5.23% | 513.24%-518.5pp | 314.76%-320.0pp | 519.81%-525.0pp |
| Employer contribution / active EE | $17,130 | $4,907+249.1% | $3,827+347.6% | $4,779+258.4% |
| Participant deferral / active EE | $14,977 | $5,507+172.0% | $4,672+220.6% | $5,609+167.0% |
| Admin fee / account holder | $1,224 | $11,458-89.3% | $8,548-85.7% | $10,828-88.7% |