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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 | $533,766 | $138,075+286.6% | $123,552+332.0% | $135,379+294.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.04% | 153.70%-159.7pp | 119.20%-125.2pp | 519.79%-525.8pp |
| Employer contribution / active EE | $19,598 | $5,152+280.4% | $4,628+323.5% | $4,779+310.1% |
| Participant deferral / active EE | $16,573 | $6,800+143.7% | $6,426+157.9% | $5,609+195.5% |
| Admin fee / account holder | $5,803 | $10,917-46.8% | $9,285-37.5% | $10,828-46.4% |