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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 | $854,256 | $138,076+518.7% | $123,553+591.4% | $135,380+531.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -3.55% | 153.70%-157.3pp | 119.21%-122.8pp | 519.81%-523.4pp |
| Employer contribution / active EE | $13,889 | $5,152+169.6% | $4,628+200.1% | $4,779+190.6% |
| Participant deferral / active EE | $9,210 | $6,800+35.5% | $6,426+43.3% | $5,609+64.2% |
| Admin fee / account holder | $4,312 | $10,917-60.5% | $9,284-53.6% | $10,828-60.2% |