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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 | $367,860 | $180,459+103.8% | $154,108+138.7% | $135,380+171.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -7.17% | 888.21%-895.4pp | 735.21%-742.4pp | 519.81%-527.0pp |
| Employer contribution / active EE | $19,696 | $6,035+226.4% | $5,298+271.8% | $4,779+312.2% |
| Participant deferral / active EE | $15,350 | $5,806+164.4% | $5,081+202.1% | $5,609+173.7% |
| Admin fee / account holder | $2,299 | $16,145-85.8% | $13,411-82.9% | $10,828-78.8% |