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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 | $309,293 | $138,076+124.0% | $123,553+150.3% | $135,380+128.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -4.70% | 153.70%-158.4pp | 119.21%-123.9pp | 519.81%-524.5pp |
| Employer contribution / active EE | $17,939 | $5,152+248.2% | $4,628+287.6% | $4,779+275.4% |
| Participant deferral / active EE | $10,127 | $6,800+48.9% | $6,426+57.6% | $5,609+80.5% |
| Admin fee / account holder | $70,462 | $10,917+545.4% | $9,284+658.9% | $10,828+550.7% |