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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 | $304,005 | $138,075+120.2% | $123,552+146.1% | $135,379+124.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.83% | 153.70%-161.5pp | 119.20%-127.0pp | 519.79%-527.6pp |
| Employer contribution / active EE | $11,723 | $5,152+127.5% | $4,628+153.3% | $4,779+145.3% |
| Participant deferral / active EE | $6,905 | $6,800+1.6% | $6,426+7.5% | $5,609+23.1% |
| Admin fee / account holder | $604 | $10,917-94.5% | $9,285-93.5% | $10,828-94.4% |