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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 | $268,717 | $138,076+94.6% | $123,553+117.5% | $135,380+98.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.04% | 153.70%-158.7pp | 119.21%-124.2pp | 519.81%-524.8pp |
| Employer contribution / active EE | $5,582 | $5,152+8.3% | $4,628+20.6% | $4,779+16.8% |
| Participant deferral / active EE | $5,277 | $6,800-22.4% | $6,426-17.9% | $5,609-5.9% |
| Admin fee / account holder | $52,361 | $10,917+379.6% | $9,284+464.0% | $10,828+383.6% |