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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 | $460,861 | $138,076+233.8% | $123,553+273.0% | $135,380+240.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.32% | 153.70%-160.0pp | 119.21%-125.5pp | 519.81%-526.1pp |
| Employer contribution / active EE | $2,700 | $5,152-47.6% | $4,628-41.7% | $4,779-43.5% |
| Participant deferral / active EE | $28,400 | $6,800+317.7% | $6,426+342.0% | $5,609+406.3% |
| Admin fee / account holder | $4,792 | $10,917-56.1% | $9,284-48.4% | $10,828-55.7% |