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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 | $297,161 | $97,732+204.1% | $83,831+254.5% | $135,380+119.5% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -4.98% | 1287.56%-1292.5pp | 850.99%-856.0pp | 519.81%-524.8pp |
| Employer contribution / active EE | $14,171 | $4,222+235.6% | $3,631+290.3% | $4,779+196.5% |
| Participant deferral / active EE | $10,070 | $4,683+115.1% | $4,082+146.7% | $5,609+79.5% |
| Admin fee / account holder | $2,684 | $6,675-59.8% | $5,479-51.0% | $10,828-75.2% |