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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 | $271,544 | $138,075+96.7% | $123,552+119.8% | $135,379+100.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.98% | 153.70%-160.7pp | 119.20%-126.2pp | 519.79%-526.8pp |
| Employer contribution / active EE | $16,353 | $5,152+217.4% | $4,628+253.3% | $4,779+242.2% |
| Participant deferral / active EE | $13,640 | $6,800+100.6% | $6,426+112.3% | $5,609+143.2% |
| Admin fee / account holder | $8,770 | $10,917-19.7% | $9,285-5.5% | $10,828-19.0% |