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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 | $399,347 | $180,466+121.3% | $154,114+159.1% | $135,382+195.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -4.78% | 888.15%-892.9pp | 735.16%-739.9pp | 519.77%-524.6pp |
| Employer contribution / active EE | $31,137 | $6,035+415.9% | $5,298+487.7% | $4,779+551.6% |
| Participant deferral / active EE | $14,664 | $5,806+152.5% | $5,081+188.6% | $5,609+161.4% |
| Admin fee / account holder | $7,140 | $16,144-55.8% | $13,411-46.8% | $10,829-34.1% |