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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 | $253,417 | $138,075+83.5% | $123,552+105.1% | $135,379+87.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.02% | 153.70%-159.7pp | 119.20%-125.2pp | 519.79%-525.8pp |
| Employer contribution / active EE | $9,083 | $5,152+76.3% | $4,628+96.3% | $4,779+90.1% |
| Participant deferral / active EE | $9,342 | $6,800+37.4% | $6,426+45.4% | $5,609+66.6% |
| Admin fee / account holder | $5,261 | $10,917-51.8% | $9,285-43.3% | $10,828-51.4% |