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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 | $676,410 | $138,076+389.9% | $123,553+447.5% | $135,380+399.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -8.08% | 153.70%-161.8pp | 119.21%-127.3pp | 519.81%-527.9pp |
| Employer contribution / active EE | $23,792 | $5,152+361.8% | $4,628+414.1% | $4,779+397.9% |
| Participant deferral / active EE | $20,917 | $6,800+207.6% | $6,426+225.5% | $5,609+272.9% |
| Admin fee / account holder | $24,093 | $10,917+120.7% | $9,284+159.5% | $10,828+122.5% |