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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 | $567,901 | $138,076+311.3% | $123,553+359.6% | $135,380+319.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.42% | 153.70%-159.1pp | 119.21%-124.6pp | 519.81%-525.2pp |
| Employer contribution / active EE | $8,520 | $5,152+65.4% | $4,628+84.1% | $4,779+78.3% |
| Participant deferral / active EE | $11,255 | $6,800+65.5% | $6,426+75.2% | $5,609+100.7% |
| Admin fee / account holder | $6,199 | $10,917-43.2% | $9,284-33.2% | $10,828-42.7% |