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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 | $563,003 | $97,761+475.9% | $83,850+571.4% | $135,382+315.9% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -5.02% | 1287.44%-1292.5pp | 850.92%-855.9pp | 519.77%-524.8pp |
| Employer contribution / active EE | $31,158 | $4,222+638.1% | $3,631+758.1% | $4,779+552.0% |
| Participant deferral / active EE | $0 | $4,682-100.0% | $4,082-100.0% | $5,609-100.0% |
| Admin fee / account holder | $6,043 | $6,674-9.5% | $5,478+10.3% | $10,829-44.2% |