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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 | $254,535 | $138,072+84.3% | $123,549+106.0% | $135,382+88.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -1.76% | 153.69%-155.5pp | 119.20%-121.0pp | 519.77%-521.5pp |
| Employer contribution / active EE | $3,901 | $5,152-24.3% | $4,628-15.7% | $4,779-18.4% |
| Participant deferral / active EE | $4,219 | $6,799-38.0% | $6,426-34.3% | $5,609-24.8% |
| Admin fee / account holder | $14,813 | $10,917+35.7% | $9,284+59.6% | $10,829+36.8% |