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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 | $348,475 | $90,607+284.6% | $79,467+338.5% | $135,380+157.4% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -3.46% | 977.74%-981.2pp | 718.30%-721.8pp | 519.81%-523.3pp |
| Employer contribution / active EE | $12,299 | $3,068+300.9% | $2,800+339.2% | $4,779+157.4% |
| Participant deferral / active EE | $1,747 | $4,050-56.9% | $3,704-52.8% | $5,609-68.9% |
| Admin fee / account holder | $13,828 | $5,895+134.6% | $5,104+170.9% | $10,828+27.7% |