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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 | $459,740 | $180,459+154.8% | $154,108+198.3% | $135,380+239.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -4.00% | 888.21%-892.2pp | 735.21%-739.2pp | 519.81%-523.8pp |
| Employer contribution / active EE | $15,904 | $6,035+163.5% | $5,298+200.2% | $4,779+232.8% |
| Participant deferral / active EE | $11,359 | $5,806+95.6% | $5,081+123.6% | $5,609+102.5% |
| Admin fee / account holder | $16,300 | $16,145+1.0% | $13,411+21.5% | $10,828+50.5% |