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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 | $397,731 | $138,076+188.1% | $123,553+221.9% | $135,380+193.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -3.27% | 153.70%-157.0pp | 119.21%-122.5pp | 519.81%-523.1pp |
| Employer contribution / active EE | $15,311 | $5,152+197.2% | $4,628+230.8% | $4,779+220.4% |
| Participant deferral / active EE | $11,877 | $6,800+74.7% | $6,426+84.8% | $5,609+111.7% |
| Admin fee / account holder | $10,271 | $10,917-5.9% | $9,284+10.6% | $10,828-5.1% |