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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 | $409,430 | $190,879+114.5% | $160,009+155.9% | $134,532+204.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -17.48% | 552.63%-570.1pp | 408.85%-426.3pp | 418.27%-435.7pp |
| Employer contribution / active EE | $0 | $4,995-100.0% | $4,225-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $20,500 | $6,924+196.1% | $6,183+231.6% | $6,401+220.3% |
| Admin fee / account holder | $4,964 | $10,495-52.7% | $8,715-43.0% | $11,429-56.6% |