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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 | $307,301 | $180,466+70.3% | $154,114+99.4% | $135,382+127.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -6.71% | 888.15%-894.9pp | 735.16%-741.9pp | 519.77%-526.5pp |
| Employer contribution / active EE | $2,341 | $6,035-61.2% | $5,298-55.8% | $4,779-51.0% |
| Participant deferral / active EE | $7,700 | $5,806+32.6% | $5,081+51.6% | $5,609+37.3% |
| Admin fee / account holder | $2,467 | $16,144-84.7% | $13,411-81.6% | $10,829-77.2% |