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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 | $727,396 | $97,761+644.1% | $83,850+767.5% | $135,382+437.3% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -4.74% | 1287.44%-1292.2pp | 850.92%-855.7pp | 519.77%-524.5pp |
| Employer contribution / active EE | $5,517 | $4,222+30.7% | $3,631+51.9% | $4,779+15.4% |
| Participant deferral / active EE | $3,785 | $4,682-19.2% | $4,082-7.3% | $5,609-32.5% |
| Admin fee / account holder | $16,784 | $6,674+151.5% | $5,478+206.4% | $10,829+55.0% |