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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 | $595,645 | $97,759+509.3% | $83,849+610.4% | $135,377+340.0% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -8.99% | 1287.41%-1296.4pp | 850.91%-859.9pp | 519.75%-528.7pp |
| Employer contribution / active EE | $55,000 | $4,222+1202.8% | $3,631+1414.8% | $4,779+1050.9% |
| Participant deferral / active EE | $0 | $4,682-100.0% | $4,082-100.0% | $5,609-100.0% |
| Admin fee / account holder | $2,847 | $6,674-57.3% | $5,478-48.0% | $10,828-73.7% |