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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 | $273,939 | $138,076+98.4% | $123,553+121.7% | $135,380+102.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.28% | 153.70%-159.0pp | 119.21%-124.5pp | 519.81%-525.1pp |
| Employer contribution / active EE | $19,937 | $5,152+287.0% | $4,628+330.8% | $4,779+317.2% |
| Participant deferral / active EE | $16,118 | $6,800+137.1% | $6,426+150.8% | $5,609+187.4% |
| Admin fee / account holder | $18,630 | $10,917+70.7% | $9,284+100.7% | $10,828+72.1% |