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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 | $407,391 | $138,075+195.0% | $123,552+229.7% | $135,379+200.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.59% | 153.70%-159.3pp | 119.20%-124.8pp | 519.79%-525.4pp |
| Employer contribution / active EE | $18,176 | $5,152+252.8% | $4,628+292.7% | $4,779+280.3% |
| Participant deferral / active EE | $17,133 | $6,800+152.0% | $6,426+166.6% | $5,609+205.5% |
| Admin fee / account holder | $1,437 | $10,917-86.8% | $9,285-84.5% | $10,828-86.7% |