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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 | $363,440 | $97,732+271.9% | $83,831+333.5% | $135,380+168.5% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -3.91% | 1287.56%-1291.5pp | 850.99%-854.9pp | 519.81%-523.7pp |
| Employer contribution / active EE | $9,308 | $4,222+120.5% | $3,631+156.3% | $4,779+94.8% |
| Participant deferral / active EE | $8,240 | $4,683+76.0% | $4,082+101.9% | $5,609+46.9% |
| Admin fee / account holder | $13,098 | $6,675+96.2% | $5,479+139.1% | $10,828+21.0% |