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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 | $268,789 | $138,076+94.7% | $123,553+117.6% | $135,380+98.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.54% | 153.70%-161.2pp | 119.21%-126.7pp | 519.81%-527.3pp |
| Employer contribution / active EE | $15,097 | $5,152+193.0% | $4,628+226.2% | $4,779+215.9% |
| Participant deferral / active EE | $4,591 | $6,800-32.5% | $6,426-28.6% | $5,609-18.2% |
| Admin fee / account holder | $1,828 | $10,917-83.3% | $9,284-80.3% | $10,828-83.1% |