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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 | $472,650 | $180,459+161.9% | $154,108+206.7% | $135,380+249.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -7.35% | 888.21%-895.6pp | 735.21%-742.6pp | 519.81%-527.2pp |
| Employer contribution / active EE | $21,338 | $6,035+253.6% | $5,298+302.8% | $4,779+346.5% |
| Participant deferral / active EE | $13,487 | $5,806+132.3% | $5,081+165.5% | $5,609+140.4% |
| Admin fee / account holder | $2,362 | $16,145-85.4% | $13,411-82.4% | $10,828-78.2% |