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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 | $754,118 | $138,076+446.2% | $123,553+510.4% | $135,380+457.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.15% | 153.70%-158.9pp | 119.21%-124.4pp | 519.81%-525.0pp |
| Employer contribution / active EE | $12,646 | $5,152+145.5% | $4,628+173.3% | $4,779+164.6% |
| Participant deferral / active EE | $13,531 | $6,800+99.0% | $6,426+110.6% | $5,609+141.2% |
| Admin fee / account holder | $8,298 | $10,917-24.0% | $9,284-10.6% | $10,828-23.4% |