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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 | $256,910 | $138,076+86.1% | $123,553+107.9% | $135,380+89.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -8.01% | 153.70%-161.7pp | 119.21%-127.2pp | 519.81%-527.8pp |
| Employer contribution / active EE | $13,252 | $5,152+157.2% | $4,628+186.3% | $4,779+177.3% |
| Participant deferral / active EE | $8,833 | $6,800+29.9% | $6,426+37.5% | $5,609+57.5% |
| Admin fee / account holder | $2,403 | $10,917-78.0% | $9,284-74.1% | $10,828-77.8% |