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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 | $305,063 | $138,076+120.9% | $123,553+146.9% | $135,380+125.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -1.29% | 153.70%-155.0pp | 119.21%-120.5pp | 519.81%-521.1pp |
| Employer contribution / active EE | $17,976 | $5,152+248.9% | $4,628+288.4% | $4,779+276.2% |
| Participant deferral / active EE | $16,668 | $6,800+145.1% | $6,426+159.4% | $5,609+197.2% |
| Admin fee / account holder | $579 | $10,917-94.7% | $9,284-93.8% | $10,828-94.7% |