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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 | $291,388 | $103,008+182.9% | $90,304+222.7% | $152,897+90.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 0.00% | 95.22%-95.2pp | 78.13%-78.1pp | 345.43%-345.4pp |
| Employer contribution / active EE | $17,833 | $3,139+468.1% | $2,855+524.7% | $4,764+274.4% |
| Participant deferral / active EE | $16,667 | $4,281+289.3% | $3,885+329.0% | $5,851+184.8% |
| Admin fee / account holder | $1,254 | $6,175-79.7% | $5,354-76.6% | $11,599-89.2% |