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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 | $396,520 | $180,466+119.7% | $154,114+157.3% | $135,382+192.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -4.16% | 888.15%-892.3pp | 735.16%-739.3pp | 519.77%-523.9pp |
| Employer contribution / active EE | $7,134 | $6,035+18.2% | $5,298+34.7% | $4,779+49.3% |
| Participant deferral / active EE | $7,530 | $5,806+29.7% | $5,081+48.2% | $5,609+34.3% |
| Admin fee / account holder | $2,970 | $16,144-81.6% | $13,411-77.9% | $10,829-72.6% |