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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 | $255,307 | $138,075+84.9% | $123,552+106.6% | $135,379+88.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -3.97% | 153.70%-157.7pp | 119.20%-123.2pp | 519.79%-523.8pp |
| Employer contribution / active EE | $2,530 | $5,152-50.9% | $4,628-45.3% | $4,779-47.1% |
| Participant deferral / active EE | $8,583 | $6,800+26.2% | $6,426+33.6% | $5,609+53.0% |
| Admin fee / account holder | $3,942 | $10,917-63.9% | $9,285-57.5% | $10,828-63.6% |