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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 | $454,131 | $138,075+228.9% | $123,552+267.6% | $135,379+235.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.15% | 153.70%-158.8pp | 119.20%-124.4pp | 519.79%-524.9pp |
| Employer contribution / active EE | $19,807 | $5,152+284.5% | $4,628+328.0% | $4,779+314.5% |
| Participant deferral / active EE | $19,710 | $6,800+189.9% | $6,426+206.7% | $5,609+251.4% |
| Admin fee / account holder | $21,737 | $10,917+99.1% | $9,285+134.1% | $10,828+100.7% |