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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 | $261,753 | $90,607+188.9% | $79,467+229.4% | $135,380+93.3% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -5.78% | 977.74%-983.5pp | 718.30%-724.1pp | 519.81%-525.6pp |
| Employer contribution / active EE | $23,450 | $3,068+664.4% | $2,800+737.4% | $4,779+390.7% |
| Participant deferral / active EE | $23,133 | $4,050+471.1% | $3,704+524.6% | $5,609+312.4% |
| Admin fee / account holder | $1,691 | $5,895-71.3% | $5,104-66.9% | $10,828-84.4% |