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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 | $279,983 | $180,466+55.1% | $154,114+81.7% | $135,382+106.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -4.57% | 888.15%-892.7pp | 735.16%-739.7pp | 519.77%-524.3pp |
| Employer contribution / active EE | $19,128 | $6,035+216.9% | $5,298+261.1% | $4,779+300.3% |
| Participant deferral / active EE | $0 | $5,806-100.0% | $5,081-100.0% | $5,609-100.0% |
| Admin fee / account holder | $5,040 | $16,144-68.8% | $13,411-62.4% | $10,829-53.5% |