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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 | $745,409 | $138,075+439.9% | $123,552+503.3% | $135,379+450.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.38% | 153.70%-161.1pp | 119.20%-126.6pp | 519.79%-527.2pp |
| Employer contribution / active EE | $3,529 | $5,152-31.5% | $4,628-23.7% | $4,779-26.2% |
| Participant deferral / active EE | $13,066 | $6,800+92.2% | $6,426+103.3% | $5,609+133.0% |
| Admin fee / account holder | $951 | $10,917-91.3% | $9,285-89.8% | $10,828-91.2% |