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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 | $416,416 | $138,076+201.6% | $123,553+237.0% | $135,380+207.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.40% | 153.70%-161.1pp | 119.21%-126.6pp | 519.81%-527.2pp |
| Employer contribution / active EE | $15,435 | $5,152+199.6% | $4,628+233.5% | $4,779+223.0% |
| Participant deferral / active EE | $14,167 | $6,800+108.3% | $6,426+120.5% | $5,609+152.6% |
| Admin fee / account holder | $24,963 | $10,917+128.7% | $9,284+168.9% | $10,828+130.5% |