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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 | $449,296 | $180,466+149.0% | $154,114+191.5% | $135,382+231.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -7.18% | 888.15%-895.3pp | 735.16%-742.3pp | 519.77%-527.0pp |
| Employer contribution / active EE | $23,714 | $6,035+292.9% | $5,298+347.6% | $4,779+396.2% |
| Participant deferral / active EE | $14,972 | $5,806+157.9% | $5,081+194.7% | $5,609+166.9% |
| Admin fee / account holder | $38,426 | $16,144+138.0% | $13,411+186.5% | $10,829+254.9% |