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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 | $501,386 | $135,639+269.6% | $110,241+354.8% | $135,382+270.3% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -7.85% | 513.21%-521.1pp | 314.75%-322.6pp | 519.77%-527.6pp |
| Employer contribution / active EE | $4,955 | $4,907+1.0% | $3,827+29.5% | $4,779+3.7% |
| Participant deferral / active EE | $14,833 | $5,507+169.4% | $4,672+217.5% | $5,609+164.5% |
| Admin fee / account holder | $16,490 | $11,457+43.9% | $8,548+92.9% | $10,829+52.3% |