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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 | $409,996 | $138,075+196.9% | $123,552+231.8% | $135,379+202.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -1.11% | 153.70%-154.8pp | 119.20%-120.3pp | 519.79%-520.9pp |
| Employer contribution / active EE | $6,274 | $5,152+21.8% | $4,628+35.6% | $4,779+31.3% |
| Participant deferral / active EE | $11,582 | $6,800+70.3% | $6,426+80.2% | $5,609+106.5% |
| Admin fee / account holder | $17,412 | $10,917+59.5% | $9,285+87.5% | $10,828+60.8% |