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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 | $258,082 | $197,819+30.5% | $155,789+65.7% | $125,389+105.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | -1.81% | 86.73%-88.5pp | 71.54%-73.3pp | 282.24%-284.1pp |
| Employer contribution / active EE | $3,333 | $4,850-31.3% | $3,839-13.2% | $4,866-31.5% |
| Participant deferral / active EE | $0 | $5,631-100.0% | $4,798-100.0% | $5,352-100.0% |
| Admin fee / account holder | $14,890 | $9,544+56.0% | $7,477+99.1% | $9,541+56.1% |