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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 | $460,476 | $138,076+233.5% | $123,553+272.7% | $135,380+240.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.90% | 153.70%-160.6pp | 119.21%-126.1pp | 519.81%-526.7pp |
| Employer contribution / active EE | $12,659 | $5,152+145.7% | $4,628+173.5% | $4,779+164.9% |
| Participant deferral / active EE | $11,536 | $6,800+69.7% | $6,426+79.5% | $5,609+105.7% |
| Admin fee / account holder | $5,902 | $10,917-45.9% | $9,284-36.4% | $10,828-45.5% |