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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 | $547,654 | $138,076+296.6% | $123,553+343.3% | $135,380+304.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.95% | 153.70%-159.6pp | 119.21%-125.2pp | 519.81%-525.8pp |
| Employer contribution / active EE | $26,973 | $5,152+423.6% | $4,628+482.8% | $4,779+464.4% |
| Participant deferral / active EE | $21,264 | $6,800+212.7% | $6,426+230.9% | $5,609+279.1% |
| Admin fee / account holder | $1,637 | $10,917-85.0% | $9,284-82.4% | $10,828-84.9% |