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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 | $344,173 | $138,072+149.3% | $123,549+178.6% | $135,382+154.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.82% | 153.69%-161.5pp | 119.20%-127.0pp | 519.77%-527.6pp |
| Employer contribution / active EE | $18,990 | $5,152+268.6% | $4,628+310.3% | $4,779+297.4% |
| Participant deferral / active EE | $16,138 | $6,799+137.4% | $6,426+151.2% | $5,609+187.7% |
| Admin fee / account holder | $5,910 | $10,917-45.9% | $9,284-36.3% | $10,829-45.4% |