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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 | $600,466 | $138,072+334.9% | $123,549+386.0% | $135,382+343.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -4.37% | 153.69%-158.1pp | 119.20%-123.6pp | 519.77%-524.1pp |
| Employer contribution / active EE | $26,977 | $5,152+423.7% | $4,628+482.9% | $4,779+464.5% |
| Participant deferral / active EE | $14,333 | $6,799+110.8% | $6,426+123.1% | $5,609+155.5% |
| Admin fee / account holder | $28,623 | $10,917+162.2% | $9,284+208.3% | $10,829+164.3% |