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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 | $259,502 | $135,645+91.3% | $110,243+135.4% | $135,379+91.7% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -3.81% | 513.24%-517.0pp | 314.76%-318.6pp | 519.79%-523.6pp |
| Employer contribution / active EE | $6,539 | $4,907+33.3% | $3,827+70.9% | $4,779+36.8% |
| Participant deferral / active EE | $6,536 | $5,507+18.7% | $4,672+39.9% | $5,609+16.5% |
| Admin fee / account holder | $32,382 | $11,458+182.6% | $8,548+278.8% | $10,828+199.1% |