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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 | $351,278 | $138,076+154.4% | $123,553+184.3% | $135,380+159.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.52% | 153.70%-160.2pp | 119.21%-125.7pp | 519.81%-526.3pp |
| Employer contribution / active EE | $15,359 | $5,152+198.1% | $4,628+231.9% | $4,779+221.4% |
| Participant deferral / active EE | $19,264 | $6,800+183.3% | $6,426+199.8% | $5,609+243.4% |
| Admin fee / account holder | $7,205 | $10,917-34.0% | $9,284-22.4% | $10,828-33.5% |