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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 | $251,577 | $138,075+82.2% | $123,552+103.6% | $135,379+85.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -8.76% | 153.70%-162.5pp | 119.20%-128.0pp | 519.79%-528.5pp |
| Employer contribution / active EE | $13,354 | $5,152+159.2% | $4,628+188.5% | $4,779+179.4% |
| Participant deferral / active EE | $12,325 | $6,800+81.3% | $6,426+91.8% | $5,609+119.7% |
| Admin fee / account holder | $1,711 | $10,917-84.3% | $9,285-81.6% | $10,828-84.2% |