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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 | $251,914 | $180,459+39.6% | $154,108+63.5% | $135,380+86.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -7.02% | 888.21%-895.2pp | 735.21%-742.2pp | 519.81%-526.8pp |
| Employer contribution / active EE | $9,630 | $6,035+59.6% | $5,298+81.8% | $4,779+101.5% |
| Participant deferral / active EE | $23,431 | $5,806+303.5% | $5,081+361.2% | $5,609+317.7% |
| Admin fee / account holder | $504 | $16,145-96.9% | $13,411-96.2% | $10,828-95.3% |