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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 | $511,207 | $138,076+270.2% | $123,553+313.8% | $135,380+277.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.64% | 153.70%-159.3pp | 119.21%-124.8pp | 519.81%-525.4pp |
| Employer contribution / active EE | $21,810 | $5,152+323.3% | $4,628+371.3% | $4,779+356.4% |
| Participant deferral / active EE | $20,810 | $6,800+206.1% | $6,426+223.8% | $5,609+271.0% |
| Admin fee / account holder | $4,820 | $10,917-55.8% | $9,284-48.1% | $10,828-55.5% |