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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 | $355,774 | $90,607+292.7% | $79,467+347.7% | $135,380+162.8% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | 0.31% | 977.74%-977.4pp | 718.30%-718.0pp | 519.81%-519.5pp |
| Employer contribution / active EE | $10,456 | $3,068+240.8% | $2,800+273.4% | $4,779+118.8% |
| Participant deferral / active EE | $14,950 | $4,050+269.1% | $3,704+303.6% | $5,609+166.5% |
| Admin fee / account holder | $4,940 | $5,895-16.2% | $5,104-3.2% | $10,828-54.4% |