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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 | $325,601 | $97,732+233.2% | $83,831+288.4% | $135,380+140.5% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -5.67% | 1287.56%-1293.2pp | 850.99%-856.7pp | 519.81%-525.5pp |
| Employer contribution / active EE | $9,334 | $4,222+121.1% | $3,631+157.0% | $4,779+95.3% |
| Participant deferral / active EE | $10,383 | $4,683+121.7% | $4,082+154.4% | $5,609+85.1% |
| Admin fee / account holder | $5,824 | $6,675-12.7% | $5,479+6.3% | $10,828-46.2% |