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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 | $604,034 | $138,072+337.5% | $123,549+388.9% | $135,382+346.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.88% | 153.69%-159.6pp | 119.20%-125.1pp | 519.77%-525.7pp |
| Employer contribution / active EE | $24,139 | $5,152+368.6% | $4,628+421.6% | $4,779+405.1% |
| Participant deferral / active EE | $0 | $6,799-100.0% | $6,426-100.0% | $5,609-100.0% |
| Admin fee / account holder | $69,266 | $10,917+534.5% | $9,284+646.1% | $10,829+539.7% |