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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 | $491,877 | $90,320+444.6% | $59,496+726.7% | $125,389+292.3% |
| Participation rate | 100.0% | 68.3%+31.7pp | 54.6%+45.4pp | 83.2%+16.8pp |
| Annual return | -4.95% | 369.13%-374.1pp | 182.05%-187.0pp | 282.24%-287.2pp |
| Employer contribution / active EE | $38,000 | $1,792+2021.1% | $1,153+3195.9% | $4,866+680.9% |
| Participant deferral / active EE | $21,000 | $2,716+673.2% | $1,829+1048.0% | $5,352+292.4% |
| Admin fee / account holder | $205,217 | $3,063+6600.5% | $2,232+9093.0% | $9,541+2050.9% |