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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 | $272,028 | $138,076+97.0% | $123,553+120.2% | $135,380+100.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -0.45% | 153.70%-154.1pp | 119.21%-119.7pp | 519.81%-520.3pp |
| Employer contribution / active EE | $12,881 | $5,152+150.0% | $4,628+178.3% | $4,779+169.5% |
| Participant deferral / active EE | $12,388 | $6,800+82.2% | $6,426+92.8% | $5,609+120.9% |
| Admin fee / account holder | $2,113 | $10,917-80.6% | $9,284-77.2% | $10,828-80.5% |