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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 | $273,543 | $97,732+179.9% | $83,831+226.3% | $135,380+102.1% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -4.89% | 1287.56%-1292.4pp | 850.99%-855.9pp | 519.81%-524.7pp |
| Employer contribution / active EE | $3,598 | $4,222-14.8% | $3,631-0.9% | $4,779-24.7% |
| Participant deferral / active EE | $8,167 | $4,683+74.4% | $4,082+100.1% | $5,609+45.6% |
| Admin fee / account holder | $7,070 | $6,675+5.9% | $5,479+29.1% | $10,828-34.7% |