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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 | $382,566 | $138,076+177.1% | $123,553+209.6% | $135,380+182.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -4.59% | 153.70%-158.3pp | 119.21%-123.8pp | 519.81%-524.4pp |
| Employer contribution / active EE | $16,466 | $5,152+219.6% | $4,628+255.8% | $4,779+244.5% |
| Participant deferral / active EE | $8,130 | $6,800+19.6% | $6,426+26.5% | $5,609+45.0% |
| Admin fee / account holder | $26,560 | $10,917+143.3% | $9,284+186.1% | $10,828+145.3% |