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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 | $311,178 | $138,076+125.4% | $123,553+151.9% | $135,380+129.9% |
| 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 | $5,947 | $5,152+15.4% | $4,628+28.5% | $4,779+24.4% |
| Participant deferral / active EE | $11,346 | $6,800+66.9% | $6,426+76.6% | $5,609+102.3% |
| Admin fee / account holder | $804 | $10,917-92.6% | $9,284-91.3% | $10,828-92.6% |