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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 | $528,149 | $138,075+282.5% | $123,552+327.5% | $135,379+290.1% |
| Participation rate | 90.0% | 84.7%+5.3pp | 82.3%+7.7pp | 82.6%+7.4pp |
| Annual return | -3.90% | 153.70%-157.6pp | 119.20%-123.1pp | 519.79%-523.7pp |
| Employer contribution / active EE | $22,272 | $5,152+332.3% | $4,628+381.2% | $4,779+366.0% |
| Participant deferral / active EE | $3,670 | $6,800-46.0% | $6,426-42.9% | $5,609-34.6% |
| Admin fee / account holder | $795 | $10,917-92.7% | $9,285-91.4% | $10,828-92.7% |