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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 | $508,295 | $138,076+268.1% | $123,553+311.4% | $135,380+275.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -8.72% | 153.70%-162.4pp | 119.21%-127.9pp | 519.81%-528.5pp |
| Employer contribution / active EE | $8,426 | $5,152+63.6% | $4,628+82.1% | $4,779+76.3% |
| Participant deferral / active EE | $14,576 | $6,800+114.4% | $6,426+126.8% | $5,609+159.9% |
| Admin fee / account holder | $952 | $10,917-91.3% | $9,284-89.7% | $10,828-91.2% |