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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 | $276,073 | $138,076+99.9% | $123,553+123.4% | $135,380+103.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -2.77% | 153.70%-156.5pp | 119.21%-122.0pp | 519.81%-522.6pp |
| Employer contribution / active EE | $10,714 | $5,152+108.0% | $4,628+131.5% | $4,779+124.2% |
| Participant deferral / active EE | $11,760 | $6,800+72.9% | $6,426+83.0% | $5,609+109.7% |
| Admin fee / account holder | $6,401 | $10,917-41.4% | $9,284-31.1% | $10,828-40.9% |