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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 | $381,656 | $138,075+176.4% | $123,552+208.9% | $135,379+181.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -4.29% | 153.70%-158.0pp | 119.20%-123.5pp | 519.79%-524.1pp |
| Employer contribution / active EE | $14,462 | $5,152+180.7% | $4,628+212.5% | $4,779+202.6% |
| Participant deferral / active EE | $17,607 | $6,800+158.9% | $6,426+174.0% | $5,609+213.9% |
| Admin fee / account holder | $14,641 | $10,917+34.1% | $9,285+57.7% | $10,828+35.2% |