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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 | $1,154,938 | $106,551+983.9% | $91,225+1166.0% | $134,532+758.5% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -16.99% | 160.78%-177.8pp | 114.12%-131.1pp | 418.27%-435.3pp |
| Employer contribution / active EE | $61,000 | $3,331+1731.0% | $2,851+2039.7% | $4,741+1186.6% |
| Participant deferral / active EE | $0 | $4,718-100.0% | $4,233-100.0% | $6,401-100.0% |
| Admin fee / account holder | $3,590 | $6,234-42.4% | $5,422-33.8% | $11,429-68.6% |