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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 | $568,653 | $138,072+311.9% | $123,549+360.3% | $135,382+320.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -4.58% | 153.69%-158.3pp | 119.20%-123.8pp | 519.77%-524.4pp |
| Employer contribution / active EE | $10,296 | $5,152+99.9% | $4,628+122.5% | $4,779+115.5% |
| Participant deferral / active EE | $12,650 | $6,799+86.0% | $6,426+96.9% | $5,609+125.5% |
| Admin fee / account holder | $8,910 | $10,917-18.4% | $9,284-4.0% | $10,829-17.7% |