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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 | $403,388 | $180,459+123.5% | $154,108+161.8% | $135,380+198.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -4.06% | 888.21%-892.3pp | 735.21%-739.3pp | 519.81%-523.9pp |
| Employer contribution / active EE | $10,330 | $6,035+71.2% | $5,298+95.0% | $4,779+116.2% |
| Participant deferral / active EE | $6,687 | $5,806+15.2% | $5,081+31.6% | $5,609+19.2% |
| Admin fee / account holder | $9,521 | $16,145-41.0% | $13,411-29.0% | $10,828-12.1% |