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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 | $375,288 | $135,645+176.7% | $110,243+240.4% | $135,380+177.2% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -6.41% | 513.24%-519.7pp | 314.76%-321.2pp | 519.81%-526.2pp |
| Employer contribution / active EE | $7,114 | $4,907+45.0% | $3,827+85.9% | $4,779+48.9% |
| Participant deferral / active EE | $8,833 | $5,507+60.4% | $4,672+89.1% | $5,609+57.5% |
| Admin fee / account holder | $26,723 | $11,458+133.2% | $8,548+212.6% | $10,828+146.8% |