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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 | $306,201 | $97,732+213.3% | $83,831+265.3% | $135,380+126.2% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -2.52% | 1287.56%-1290.1pp | 850.99%-853.5pp | 519.81%-522.3pp |
| Employer contribution / active EE | $25,855 | $4,222+512.4% | $3,631+612.0% | $4,779+441.0% |
| Participant deferral / active EE | $8,422 | $4,683+79.9% | $4,082+106.3% | $5,609+50.2% |
| Admin fee / account holder | $22,253 | $6,675+233.4% | $5,479+306.2% | $10,828+105.5% |