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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 | $415,755 | $97,729+325.4% | $83,830+396.0% | $135,379+207.1% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -7.55% | 1287.52%-1295.1pp | 850.97%-858.5pp | 519.79%-527.3pp |
| Employer contribution / active EE | $3,335 | $4,222-21.0% | $3,631-8.2% | $4,779-30.2% |
| Participant deferral / active EE | $23,511 | $4,683+402.1% | $4,082+476.0% | $5,609+319.2% |
| Admin fee / account holder | $15,984 | $6,674+139.5% | $5,479+191.7% | $10,828+47.6% |