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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 | $441,046 | $138,076+219.4% | $123,553+257.0% | $135,380+225.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.02% | 153.70%-160.7pp | 119.21%-126.2pp | 519.81%-526.8pp |
| Employer contribution / active EE | $5,501 | $5,152+6.8% | $4,628+18.9% | $4,779+15.1% |
| Participant deferral / active EE | $9,902 | $6,800+45.6% | $6,426+54.1% | $5,609+76.5% |
| Admin fee / account holder | $32,182 | $10,917+194.8% | $9,284+246.6% | $10,828+197.2% |