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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 | $949,000 | $138,072+587.3% | $123,549+668.1% | $135,382+601.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -4.61% | 153.69%-158.3pp | 119.20%-123.8pp | 519.77%-524.4pp |
| Employer contribution / active EE | $12,541 | $5,152+143.4% | $4,628+171.0% | $4,779+162.4% |
| Participant deferral / active EE | $15,472 | $6,799+127.6% | $6,426+140.8% | $5,609+175.8% |
| Admin fee / account holder | $4,886 | $10,917-55.2% | $9,284-47.4% | $10,829-54.9% |