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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 | $416,214 | $180,459+130.6% | $154,108+170.1% | $135,380+207.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -7.59% | 888.21%-895.8pp | 735.21%-742.8pp | 519.81%-527.4pp |
| Employer contribution / active EE | $26,288 | $6,035+335.6% | $5,298+396.2% | $4,779+450.1% |
| Participant deferral / active EE | $15,970 | $5,806+175.0% | $5,081+214.3% | $5,609+184.7% |
| Admin fee / account holder | $4,923 | $16,145-69.5% | $13,411-63.3% | $10,828-54.5% |