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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 | $488,837 | $138,075+254.0% | $123,552+295.7% | $135,379+261.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.06% | 153.70%-159.8pp | 119.20%-125.3pp | 519.79%-525.8pp |
| Employer contribution / active EE | $17,500 | $5,152+239.7% | $4,628+278.1% | $4,779+266.2% |
| Participant deferral / active EE | $12,250 | $6,800+80.2% | $6,426+90.6% | $5,609+118.4% |
| Admin fee / account holder | $3,086 | $10,917-71.7% | $9,285-66.8% | $10,828-71.5% |