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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 | $484,636 | $138,076+251.0% | $123,553+292.3% | $135,380+258.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.62% | 153.70%-159.3pp | 119.21%-124.8pp | 519.81%-525.4pp |
| Employer contribution / active EE | $16,783 | $5,152+225.8% | $4,628+262.6% | $4,779+251.2% |
| Participant deferral / active EE | $19,465 | $6,800+186.3% | $6,426+202.9% | $5,609+247.0% |
| Admin fee / account holder | $32,619 | $10,917+198.8% | $9,284+251.3% | $10,828+201.2% |