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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 | $536,990 | $160,059+235.5% | $140,019+283.5% | $135,380+296.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -1.40% | 911.48%-912.9pp | 651.17%-652.6pp | 519.81%-521.2pp |
| Employer contribution / active EE | $15,590 | $6,420+142.9% | $5,605+178.1% | $4,779+226.2% |
| Participant deferral / active EE | $7,534 | $7,641-1.4% | $6,927+8.8% | $5,609+34.3% |
| Admin fee / account holder | $28,926 | $13,328+117.0% | $10,705+170.2% | $10,828+167.1% |