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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 | $430,652 | $138,076+211.9% | $123,553+248.6% | $135,380+218.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.27% | 153.70%-159.0pp | 119.21%-124.5pp | 519.81%-525.1pp |
| Employer contribution / active EE | $23,290 | $5,152+352.1% | $4,628+403.2% | $4,779+387.4% |
| Participant deferral / active EE | $18,333 | $6,800+169.6% | $6,426+185.3% | $5,609+226.9% |
| Admin fee / account holder | $7,285 | $10,917-33.3% | $9,284-21.5% | $10,828-32.7% |