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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 | $589,996 | $97,732+503.7% | $83,831+603.8% | $135,380+335.8% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -2.95% | 1287.56%-1290.5pp | 850.99%-853.9pp | 519.81%-522.8pp |
| Employer contribution / active EE | $10,159 | $4,222+140.6% | $3,631+179.8% | $4,779+112.6% |
| Participant deferral / active EE | $13,770 | $4,683+194.1% | $4,082+237.3% | $5,609+145.5% |
| Admin fee / account holder | $3,493 | $6,675-47.7% | $5,479-36.2% | $10,828-67.7% |