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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 | $640,665 | $138,076+364.0% | $123,553+418.5% | $135,380+373.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.55% | 153.70%-161.2pp | 119.21%-126.8pp | 519.81%-527.4pp |
| Employer contribution / active EE | $15,230 | $5,152+195.6% | $4,628+229.1% | $4,779+218.7% |
| Participant deferral / active EE | $26,286 | $6,800+286.6% | $6,426+309.1% | $5,609+368.6% |
| Admin fee / account holder | $158,327 | $10,917+1350.3% | $9,284+1605.3% | $10,828+1362.2% |