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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 | $378,110 | $82,630+357.6% | $64,105+489.8% | $125,388+201.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 68.2%+31.8pp | 83.2%+16.8pp |
| Annual return | -0.00% | 1489.72%-1489.7pp | 791.24%-791.2pp | 282.24%-282.2pp |
| Employer contribution / active EE | $5,000 | $2,671+87.2% | $1,820+174.7% | $4,866+2.8% |
| Participant deferral / active EE | $24,000 | $3,608+565.1% | $2,822+750.6% | $5,352+348.5% |
| Admin fee / account holder | $3,653 | $6,382-42.8% | $4,499-18.8% | $9,541-61.7% |