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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 | $811,359 | $84,685+858.1% | $73,836+998.9% | $125,389+547.1% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -1.28% | 3123.80%-3125.1pp | 2268.06%-2269.3pp | 282.24%-283.5pp |
| Employer contribution / active EE | $14,167 | $3,123+353.6% | $2,787+408.2% | $4,866+191.1% |
| Participant deferral / active EE | $0 | $3,993-100.0% | $3,583-100.0% | $5,352-100.0% |
| Admin fee / account holder | $3,382 | $5,694-40.6% | $4,882-30.7% | $9,541-64.6% |