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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 | $336,545 | $190,879+76.3% | $160,009+110.3% | $134,532+150.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -13.11% | 552.63%-565.7pp | 408.85%-422.0pp | 418.27%-431.4pp |
| Employer contribution / active EE | $15,500 | $4,995+210.3% | $4,225+266.8% | $4,741+226.9% |
| Participant deferral / active EE | $0 | $6,924-100.0% | $6,183-100.0% | $6,401-100.0% |
| Admin fee / account holder | $6,185 | $10,495-41.1% | $8,715-29.0% | $11,429-45.9% |