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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 | $398,209 | $190,862+108.6% | $159,991+148.9% | $134,509+196.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -15.77% | 552.59%-568.4pp | 408.82%-424.6pp | 418.13%-433.9pp |
| Employer contribution / active EE | $12,859 | $4,995+157.4% | $4,225+204.3% | $4,741+171.2% |
| Participant deferral / active EE | $111,621 | $6,924+1512.2% | $6,183+1705.4% | $6,400+1644.0% |
| Admin fee / account holder | $1,683 | $10,495-84.0% | $8,715-80.7% | $11,427-85.3% |