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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 | $430,437 | $138,076+211.7% | $123,553+248.4% | $135,380+217.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.83% | 153.70%-160.5pp | 119.21%-126.0pp | 519.81%-526.6pp |
| Employer contribution / active EE | $21,117 | $5,152+309.9% | $4,628+356.3% | $4,779+341.9% |
| Participant deferral / active EE | $14,493 | $6,800+113.1% | $6,426+125.5% | $5,609+158.4% |
| Admin fee / account holder | $27,301 | $10,917+150.1% | $9,284+194.0% | $10,828+152.1% |