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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 | $420,275 | $138,076+204.4% | $123,553+240.2% | $135,380+210.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -3.93% | 153.70%-157.6pp | 119.21%-123.1pp | 519.81%-523.7pp |
| Employer contribution / active EE | $25,627 | $5,152+397.4% | $4,628+453.7% | $4,779+436.2% |
| Participant deferral / active EE | $8,788 | $6,800+29.2% | $6,426+36.8% | $5,609+56.7% |
| Admin fee / account holder | $36,148 | $10,917+231.1% | $9,284+289.3% | $10,828+233.8% |