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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 | $376,327 | $138,076+172.6% | $123,553+204.6% | $135,380+178.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.46% | 153.70%-159.2pp | 119.21%-124.7pp | 519.81%-525.3pp |
| Employer contribution / active EE | $11,981 | $5,152+132.6% | $4,628+158.9% | $4,779+150.7% |
| Participant deferral / active EE | $10,000 | $6,800+47.1% | $6,426+55.6% | $5,609+78.3% |
| Admin fee / account holder | $40,012 | $10,917+266.5% | $9,284+331.0% | $10,828+269.5% |