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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 | $816,826 | $82,625+888.6% | $64,101+1174.3% | $125,389+551.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 68.2%+31.8pp | 83.2%+16.8pp |
| Annual return | -0.60% | 1489.83%-1490.4pp | 791.27%-791.9pp | 282.24%-282.8pp |
| Employer contribution / active EE | $20,740 | $2,671+676.4% | $1,820+1039.6% | $4,866+326.2% |
| Participant deferral / active EE | $0 | $3,609-100.0% | $2,822-100.0% | $5,352-100.0% |
| Admin fee / account holder | $20,957 | $6,382+228.4% | $4,499+365.8% | $9,541+119.7% |