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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 | $411,888 | $138,076+198.3% | $123,553+233.4% | $135,380+204.2% |
| 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 | $33,554 | $5,152+551.3% | $4,628+625.0% | $4,779+602.1% |
| Participant deferral / active EE | $18,940 | $6,800+178.6% | $6,426+194.8% | $5,609+237.7% |
| Admin fee / account holder | $54,091 | $10,917+395.5% | $9,284+482.6% | $10,828+399.5% |