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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 | $615,629 | $180,459+241.1% | $154,108+299.5% | $135,380+354.7% |
| Participation rate | 80.0% | 87.4%-7.4pp | 83.0%-3.0pp | 82.6%-2.6pp |
| Annual return | -7.04% | 888.21%-895.2pp | 735.21%-742.2pp | 519.81%-526.8pp |
| Employer contribution / active EE | $12,960 | $6,035+114.7% | $5,298+144.6% | $4,779+171.2% |
| Participant deferral / active EE | $0 | $5,806-100.0% | $5,081-100.0% | $5,609-100.0% |
| Admin fee / account holder | $663 | $16,145-95.9% | $13,411-95.1% | $10,828-93.9% |