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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 | $377,901 | $180,459+109.4% | $154,108+145.2% | $135,380+179.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -6.39% | 888.21%-894.6pp | 735.21%-741.6pp | 519.81%-526.2pp |
| Employer contribution / active EE | $13,118 | $6,035+117.4% | $5,298+147.6% | $4,779+174.5% |
| Participant deferral / active EE | $7,215 | $5,806+24.3% | $5,081+42.0% | $5,609+28.6% |
| Admin fee / account holder | $4,583 | $16,145-71.6% | $13,411-65.8% | $10,828-57.7% |