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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 | $331,260 | $138,075+139.9% | $123,552+168.1% | $135,379+144.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -4.75% | 153.70%-158.4pp | 119.20%-124.0pp | 519.79%-524.5pp |
| Employer contribution / active EE | $11,257 | $5,152+118.5% | $4,628+143.2% | $4,779+135.5% |
| Participant deferral / active EE | $9,283 | $6,800+36.5% | $6,426+44.5% | $5,609+65.5% |
| Admin fee / account holder | $68,682 | $10,917+529.1% | $9,285+639.8% | $10,828+534.3% |