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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 | $386,621 | $135,645+185.0% | $110,243+250.7% | $135,379+185.6% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -5.91% | 513.24%-519.1pp | 314.76%-320.7pp | 519.79%-525.7pp |
| Employer contribution / active EE | $6,142 | $4,907+25.2% | $3,827+60.5% | $4,779+28.5% |
| Participant deferral / active EE | $17,695 | $5,507+221.3% | $4,672+278.7% | $5,609+215.5% |
| Admin fee / account holder | $33,162 | $11,458+189.4% | $8,548+288.0% | $10,828+206.3% |