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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 | $286,507 | $135,645+111.2% | $110,243+159.9% | $135,379+111.6% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -4.39% | 513.24%-517.6pp | 314.76%-319.2pp | 519.79%-524.2pp |
| Employer contribution / active EE | $12,401 | $4,907+152.7% | $3,827+224.1% | $4,779+159.5% |
| Participant deferral / active EE | $6,414 | $5,507+16.5% | $4,672+37.3% | $5,609+14.3% |
| Admin fee / account holder | $19,087 | $11,458+66.6% | $8,548+123.3% | $10,828+76.3% |