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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 | $445,001 | $135,645+228.1% | $110,243+303.7% | $135,380+228.7% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -5.44% | 513.24%-518.7pp | 314.76%-320.2pp | 519.81%-525.2pp |
| Employer contribution / active EE | $6,711 | $4,907+36.8% | $3,827+75.4% | $4,779+40.4% |
| Participant deferral / active EE | $6,166 | $5,507+12.0% | $4,672+32.0% | $5,609+9.9% |
| Admin fee / account holder | $35,374 | $11,458+208.7% | $8,548+313.8% | $10,828+226.7% |