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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 | $320,988 | $180,462+77.9% | $154,111+108.3% | $135,379+137.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -3.47% | 888.17%-891.6pp | 735.18%-738.6pp | 519.79%-523.3pp |
| Employer contribution / active EE | $13,545 | $6,036+124.4% | $5,298+155.7% | $4,779+183.4% |
| Participant deferral / active EE | $9,921 | $5,806+70.9% | $5,081+95.3% | $5,609+76.9% |
| Admin fee / account holder | $29,156 | $16,145+80.6% | $13,411+117.4% | $10,828+169.3% |