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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 | $278,093 | $180,459+54.1% | $154,108+80.5% | $135,380+105.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -5.64% | 888.21%-893.9pp | 735.21%-740.8pp | 519.81%-525.4pp |
| Employer contribution / active EE | $11,009 | $6,035+82.4% | $5,298+107.8% | $4,779+130.4% |
| Participant deferral / active EE | $6,280 | $5,806+8.1% | $5,081+23.6% | $5,609+12.0% |
| Admin fee / account holder | $2,800 | $16,145-82.7% | $13,411-79.1% | $10,828-74.1% |