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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 | $255,003 | $138,076+84.7% | $123,553+106.4% | $135,380+88.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -3.05% | 153.70%-156.8pp | 119.21%-122.3pp | 519.81%-522.9pp |
| Employer contribution / active EE | $13,271 | $5,152+157.6% | $4,628+186.8% | $4,779+177.7% |
| Participant deferral / active EE | $13,813 | $6,800+103.1% | $6,426+115.0% | $5,609+146.3% |
| Admin fee / account holder | $5,681 | $10,917-48.0% | $9,284-38.8% | $10,828-47.5% |