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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 | $508,870 | $180,459+182.0% | $154,108+230.2% | $135,380+275.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -5.82% | 888.21%-894.0pp | 735.21%-741.0pp | 519.81%-525.6pp |
| Employer contribution / active EE | $29,141 | $6,035+382.9% | $5,298+450.1% | $4,779+509.8% |
| Participant deferral / active EE | $9,692 | $5,806+66.9% | $5,081+90.8% | $5,609+72.8% |
| Admin fee / account holder | $5,382 | $16,145-66.7% | $13,411-59.9% | $10,828-50.3% |