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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 | $445,798 | $92,743+380.7% | $82,744+438.8% | $134,532+231.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -11.59% | 946.63%-958.2pp | 702.22%-713.8pp | 418.27%-429.9pp |
| Employer contribution / active EE | $15,000 | $3,273+358.3% | $3,008+398.7% | $4,741+216.4% |
| Participant deferral / active EE | $0 | $4,802-100.0% | $4,395-100.0% | $6,401-100.0% |
| Admin fee / account holder | $3,323 | $5,977-44.4% | $5,325-37.6% | $11,429-70.9% |