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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 | $260,053 | $138,076+88.3% | $123,553+110.5% | $135,380+92.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -3.45% | 153.70%-157.1pp | 119.21%-122.7pp | 519.81%-523.3pp |
| Employer contribution / active EE | $12,984 | $5,152+152.0% | $4,628+180.5% | $4,779+171.7% |
| Participant deferral / active EE | $3,997 | $6,800-41.2% | $6,426-37.8% | $5,609-28.7% |
| Admin fee / account holder | $115,390 | $10,917+957.0% | $9,284+1142.8% | $10,828+965.7% |