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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 | $378,003 | $88,603+326.6% | $69,890+440.9% | $134,545+181.0% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | -4.45% | 442.93%-447.4pp | 190.84%-195.3pp | 418.37%-422.8pp |
| Employer contribution / active EE | $3,333 | $3,236+3.0% | $2,560+30.2% | $4,742-29.7% |
| Participant deferral / active EE | $0 | $4,771-100.0% | $3,848-100.0% | $6,401-100.0% |
| Admin fee / account holder | $16,386 | $10,443+56.9% | $6,267+161.5% | $11,431+43.4% |