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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 | $268,018 | $138,076+94.1% | $123,553+116.9% | $135,380+98.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.66% | 153.70%-161.4pp | 119.21%-126.9pp | 519.81%-527.5pp |
| Employer contribution / active EE | $11,100 | $5,152+115.4% | $4,628+139.8% | $4,779+132.3% |
| Participant deferral / active EE | $7,190 | $6,800+5.7% | $6,426+11.9% | $5,609+28.2% |
| Admin fee / account holder | $1,290 | $10,917-88.2% | $9,284-86.1% | $10,828-88.1% |