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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 | $267,464 | $90,607+195.2% | $79,467+236.6% | $135,380+97.6% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -0.78% | 977.74%-978.5pp | 718.30%-719.1pp | 519.81%-520.6pp |
| Employer contribution / active EE | $25,667 | $3,068+736.7% | $2,800+816.6% | $4,779+437.1% |
| Participant deferral / active EE | $16,333 | $4,050+303.3% | $3,704+341.0% | $5,609+191.2% |
| Admin fee / account holder | $3,822 | $5,895-35.2% | $5,104-25.1% | $10,828-64.7% |