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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 | $305,155 | $97,732+212.2% | $83,831+264.0% | $135,380+125.4% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -7.11% | 1287.56%-1294.7pp | 850.99%-858.1pp | 519.81%-526.9pp |
| Employer contribution / active EE | $23,073 | $4,222+446.5% | $3,631+535.4% | $4,779+382.8% |
| Participant deferral / active EE | $0 | $4,683-100.0% | $4,082-100.0% | $5,609-100.0% |
| Admin fee / account holder | $695 | $6,675-89.6% | $5,479-87.3% | $10,828-93.6% |