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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 | $295,867 | $99,011+198.8% | $86,582+241.7% | $147,586+100.5% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 0.00% | 1312.75%-1312.7pp | 965.08%-965.1pp | 578.59%-578.6pp |
| Employer contribution / active EE | $1,534 | $3,132-51.0% | $2,839-46.0% | $4,876-68.5% |
| Participant deferral / active EE | $2,342 | $3,972-41.1% | $3,609-35.1% | $5,439-56.9% |
| Admin fee / account holder | $466 | $5,709-91.8% | $4,904-90.5% | $10,886-95.7% |