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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 | $305,281 | $180,462+69.2% | $154,111+98.1% | $135,379+125.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -1.04% | 888.17%-889.2pp | 735.18%-736.2pp | 519.79%-520.8pp |
| Employer contribution / active EE | $12,669 | $6,036+109.9% | $5,298+139.1% | $4,779+165.1% |
| Participant deferral / active EE | $12,250 | $5,806+111.0% | $5,081+141.1% | $5,609+118.4% |
| Admin fee / account holder | $3,055 | $16,145-81.1% | $13,411-77.2% | $10,828-71.8% |