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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 | $493,773 | $138,076+257.6% | $123,553+299.6% | $135,380+264.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -8.71% | 153.70%-162.4pp | 119.21%-127.9pp | 519.81%-528.5pp |
| Employer contribution / active EE | $13,102 | $5,152+154.3% | $4,628+183.1% | $4,779+174.2% |
| Participant deferral / active EE | $9,840 | $6,800+44.7% | $6,426+53.1% | $5,609+75.4% |
| Admin fee / account holder | $19,963 | $10,917+82.9% | $9,284+115.0% | $10,828+84.4% |