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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 | $283,130 | $138,075+105.1% | $123,552+129.2% | $135,379+109.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -1.52% | 153.70%-155.2pp | 119.20%-120.7pp | 519.79%-521.3pp |
| Employer contribution / active EE | $2,450 | $5,152-52.4% | $4,628-47.1% | $4,779-48.7% |
| Participant deferral / active EE | $5,822 | $6,800-14.4% | $6,426-9.4% | $5,609+3.8% |
| Admin fee / account holder | $17,369 | $10,917+59.1% | $9,285+87.1% | $10,828+60.4% |