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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 | $273,053 | $180,459+51.3% | $154,108+77.2% | $135,380+101.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -7.37% | 888.21%-895.6pp | 735.21%-742.6pp | 519.81%-527.2pp |
| Employer contribution / active EE | $22,243 | $6,035+268.6% | $5,298+319.9% | $4,779+365.4% |
| Participant deferral / active EE | $12,300 | $5,806+111.8% | $5,081+142.1% | $5,609+119.3% |
| Admin fee / account holder | $1,458 | $16,145-91.0% | $13,411-89.1% | $10,828-86.5% |