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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 | $360,204 | $197,819+82.1% | $155,789+131.2% | $125,389+187.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | -2.67% | 86.73%-89.4pp | 71.54%-74.2pp | 282.24%-284.9pp |
| Employer contribution / active EE | $9,788 | $4,850+101.8% | $3,839+155.0% | $4,866+101.1% |
| Participant deferral / active EE | $2,688 | $5,631-52.3% | $4,798-44.0% | $5,352-49.8% |
| Admin fee / account holder | $2,162 | $9,544-77.3% | $7,477-71.1% | $9,541-77.3% |