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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 | $281,955 | $92,684+204.2% | $82,706+240.9% | $134,509+109.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -13.60% | 945.84%-959.4pp | 701.76%-715.4pp | 418.13%-431.7pp |
| Employer contribution / active EE | $10,255 | $3,272+213.4% | $3,007+241.0% | $4,741+116.3% |
| Participant deferral / active EE | $4,170 | $4,800-13.1% | $4,394-5.1% | $6,400-34.8% |
| Admin fee / account holder | $6,711 | $5,982+12.2% | $5,329+25.9% | $11,427-41.3% |