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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 | $432,549 | $138,075+213.3% | $123,552+250.1% | $135,379+219.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -0.85% | 153.70%-154.6pp | 119.20%-120.1pp | 519.79%-520.6pp |
| Employer contribution / active EE | $19,121 | $5,152+271.2% | $4,628+313.2% | $4,779+300.1% |
| Participant deferral / active EE | $14,138 | $6,800+107.9% | $6,426+120.0% | $5,609+152.1% |
| Admin fee / account holder | $3,345 | $10,917-69.4% | $9,285-64.0% | $10,828-69.1% |