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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 | $265,008 | $138,075+91.9% | $123,552+114.5% | $135,379+95.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -3.03% | 153.70%-156.7pp | 119.20%-122.2pp | 519.79%-522.8pp |
| Employer contribution / active EE | $4,740 | $5,152-8.0% | $4,628+2.4% | $4,779-0.8% |
| Participant deferral / active EE | $21,936 | $6,800+222.6% | $6,426+241.4% | $5,609+291.1% |
| Admin fee / account holder | $23,426 | $10,917+114.6% | $9,285+152.3% | $10,828+116.3% |