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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 | $386,142 | $180,459+114.0% | $154,108+150.6% | $135,380+185.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -4.67% | 888.21%-892.9pp | 735.21%-739.9pp | 519.81%-524.5pp |
| Employer contribution / active EE | $17,715 | $6,035+193.5% | $5,298+234.4% | $4,779+270.7% |
| Participant deferral / active EE | $13,221 | $5,806+127.7% | $5,081+160.2% | $5,609+135.7% |
| Admin fee / account holder | $2,774 | $16,145-82.8% | $13,411-79.3% | $10,828-74.4% |