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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 | $266,951 | $138,076+93.3% | $123,553+116.1% | $135,380+97.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.94% | 153.70%-161.6pp | 119.21%-127.1pp | 519.81%-527.7pp |
| Employer contribution / active EE | $9,268 | $5,152+79.9% | $4,628+100.3% | $4,779+93.9% |
| Participant deferral / active EE | $10,866 | $6,800+59.8% | $6,426+69.1% | $5,609+93.7% |
| Admin fee / account holder | $599 | $10,917-94.5% | $9,284-93.6% | $10,828-94.5% |