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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 | $534,457 | $138,076+287.1% | $123,553+332.6% | $135,380+294.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -3.97% | 153.70%-157.7pp | 119.21%-123.2pp | 519.81%-523.8pp |
| Employer contribution / active EE | $9,605 | $5,152+86.4% | $4,628+107.5% | $4,779+101.0% |
| Participant deferral / active EE | $7,900 | $6,800+16.2% | $6,426+22.9% | $5,609+40.8% |
| Admin fee / account holder | $232,302 | $10,917+2027.9% | $9,284+2402.0% | $10,828+2045.4% |