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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 | $552,282 | $138,076+300.0% | $123,553+347.0% | $135,380+307.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.28% | 153.70%-159.0pp | 119.21%-124.5pp | 519.81%-525.1pp |
| Employer contribution / active EE | $15,631 | $5,152+203.4% | $4,628+237.7% | $4,779+227.1% |
| Participant deferral / active EE | $9,563 | $6,800+40.6% | $6,426+48.8% | $5,609+70.5% |
| Admin fee / account holder | $1,026 | $10,917-90.6% | $9,284-89.0% | $10,828-90.5% |