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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 | $559,088 | $138,075+304.9% | $123,552+352.5% | $135,379+313.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.99% | 153.70%-161.7pp | 119.20%-127.2pp | 519.79%-527.8pp |
| Employer contribution / active EE | $13,333 | $5,152+158.8% | $4,628+188.1% | $4,779+179.0% |
| Participant deferral / active EE | $0 | $6,800-100.0% | $6,426-100.0% | $5,609-100.0% |
| Admin fee / account holder | $28,835 | $10,917+164.1% | $9,285+210.6% | $10,828+166.3% |