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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 | $631,895 | $97,732+546.6% | $83,831+653.8% | $135,380+366.8% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -6.10% | 1287.56%-1293.7pp | 850.99%-857.1pp | 519.81%-525.9pp |
| Employer contribution / active EE | $24,220 | $4,222+473.7% | $3,631+567.0% | $4,779+406.8% |
| Participant deferral / active EE | $1,928 | $4,683-58.8% | $4,082-52.8% | $5,609-65.6% |
| Admin fee / account holder | $18,352 | $6,675+175.0% | $5,479+235.0% | $10,828+69.5% |