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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 | $570,459 | $138,072+313.2% | $123,549+361.7% | $135,382+321.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -9.01% | 153.69%-162.7pp | 119.20%-128.2pp | 519.77%-528.8pp |
| Employer contribution / active EE | $26,734 | $5,152+418.9% | $4,628+477.7% | $4,779+459.4% |
| Participant deferral / active EE | $0 | $6,799-100.0% | $6,426-100.0% | $5,609-100.0% |
| Admin fee / account holder | $5,926 | $10,917-45.7% | $9,284-36.2% | $10,829-45.3% |