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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 | $678,413 | $90,606+648.8% | $79,466+753.7% | $135,379+401.1% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -6.03% | 977.69%-983.7pp | 718.28%-724.3pp | 519.79%-525.8pp |
| Employer contribution / active EE | $6,667 | $3,068+117.3% | $2,800+138.1% | $4,779+39.5% |
| Participant deferral / active EE | $0 | $4,050-100.0% | $3,704-100.0% | $5,609-100.0% |
| Admin fee / account holder | $7,754 | $5,895+31.5% | $5,104+51.9% | $10,828-28.4% |