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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 | $407,514 | $138,076+195.1% | $123,553+229.8% | $135,380+201.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.65% | 153.70%-161.3pp | 119.21%-126.9pp | 519.81%-527.5pp |
| Employer contribution / active EE | $14,732 | $5,152+186.0% | $4,628+218.3% | $4,779+208.3% |
| Participant deferral / active EE | $18,967 | $6,800+178.9% | $6,426+195.2% | $5,609+238.1% |
| Admin fee / account holder | $4,767 | $10,917-56.3% | $9,284-48.7% | $10,828-56.0% |