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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 | $258,859 | $97,732+164.9% | $83,831+208.8% | $135,380+91.2% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -9.04% | 1287.56%-1296.6pp | 850.99%-860.0pp | 519.81%-528.8pp |
| Employer contribution / active EE | $8,113 | $4,222+92.2% | $3,631+123.4% | $4,779+69.8% |
| Participant deferral / active EE | $6,767 | $4,683+44.5% | $4,082+65.8% | $5,609+20.6% |
| Admin fee / account holder | $1,624 | $6,675-75.7% | $5,479-70.4% | $10,828-85.0% |