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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 | $569,752 | $180,459+215.7% | $154,108+269.7% | $135,380+320.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -3.82% | 888.21%-892.0pp | 735.21%-739.0pp | 519.81%-523.6pp |
| Employer contribution / active EE | $12,734 | $6,035+111.0% | $5,298+140.4% | $4,779+166.5% |
| Participant deferral / active EE | $14,667 | $5,806+152.6% | $5,081+188.7% | $5,609+161.5% |
| Admin fee / account holder | $3,871 | $16,145-76.0% | $13,411-71.1% | $10,828-64.3% |