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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 | $325,595 | $138,076+135.8% | $123,553+163.5% | $135,380+140.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.01% | 153.70%-159.7pp | 119.21%-125.2pp | 519.81%-525.8pp |
| Employer contribution / active EE | $14,169 | $5,152+175.0% | $4,628+206.2% | $4,779+196.5% |
| Participant deferral / active EE | $14,322 | $6,800+110.6% | $6,426+122.9% | $5,609+155.3% |
| Admin fee / account holder | $1,368 | $10,917-87.5% | $9,284-85.3% | $10,828-87.4% |