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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 | $366,402 | $190,916+91.9% | $160,037+128.9% | $134,545+172.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -12.34% | 552.79%-565.1pp | 408.95%-421.3pp | 418.37%-430.7pp |
| Employer contribution / active EE | $14,583 | $4,996+191.9% | $4,226+245.1% | $4,742+207.6% |
| Participant deferral / active EE | $24,833 | $6,925+258.6% | $6,184+301.6% | $6,401+287.9% |
| Admin fee / account holder | $4,696 | $10,497-55.3% | $8,716-46.1% | $11,431-58.9% |