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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 | $450,371 | $180,459+149.6% | $154,108+192.2% | $135,380+232.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -6.83% | 888.21%-895.0pp | 735.21%-742.0pp | 519.81%-526.6pp |
| Employer contribution / active EE | $16,467 | $6,035+172.9% | $5,298+210.8% | $4,779+244.6% |
| Participant deferral / active EE | $13,177 | $5,806+126.9% | $5,081+159.4% | $5,609+134.9% |
| Admin fee / account holder | $38,798 | $16,145+140.3% | $13,411+189.3% | $10,828+258.3% |