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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 | $320,195 | $138,076+131.9% | $123,553+159.2% | $135,380+136.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.44% | 153.70%-159.1pp | 119.21%-124.6pp | 519.81%-525.2pp |
| Employer contribution / active EE | $28,367 | $5,152+450.6% | $4,628+512.9% | $4,779+493.6% |
| Participant deferral / active EE | $24,968 | $6,800+267.2% | $6,426+288.6% | $5,609+345.1% |
| Admin fee / account holder | $507 | $10,917-95.4% | $9,284-94.5% | $10,828-95.3% |