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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 | $362,329 | $180,459+100.8% | $154,108+135.1% | $135,380+167.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -8.33% | 888.21%-896.5pp | 735.21%-743.5pp | 519.81%-528.1pp |
| Employer contribution / active EE | $8,920 | $6,035+47.8% | $5,298+68.4% | $4,779+86.7% |
| Participant deferral / active EE | $7,015 | $5,806+20.8% | $5,081+38.1% | $5,609+25.1% |
| Admin fee / account holder | $2,434 | $16,145-84.9% | $13,411-81.9% | $10,828-77.5% |