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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 | $465,160 | $180,462+157.8% | $154,111+201.8% | $135,379+243.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -6.30% | 888.17%-894.5pp | 735.18%-741.5pp | 519.79%-526.1pp |
| Employer contribution / active EE | $11,834 | $6,036+96.1% | $5,298+123.4% | $4,779+147.6% |
| Participant deferral / active EE | $9,504 | $5,806+63.7% | $5,081+87.1% | $5,609+69.4% |
| Admin fee / account holder | $50,208 | $16,145+211.0% | $13,411+274.4% | $10,828+363.7% |