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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 | $314,596 | $97,732+221.9% | $83,831+275.3% | $135,380+132.4% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -7.07% | 1287.56%-1294.6pp | 850.99%-858.1pp | 519.81%-526.9pp |
| Employer contribution / active EE | $11,581 | $4,222+174.3% | $3,631+218.9% | $4,779+142.3% |
| Participant deferral / active EE | $11,959 | $4,683+155.4% | $4,082+193.0% | $5,609+113.2% |
| Admin fee / account holder | $35,123 | $6,675+426.2% | $5,479+541.1% | $10,828+224.4% |