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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 | $341,881 | $90,606+277.3% | $79,466+330.2% | $135,379+152.5% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -7.12% | 977.69%-984.8pp | 718.28%-725.4pp | 519.79%-526.9pp |
| Employer contribution / active EE | $3,120 | $3,068+1.7% | $2,800+11.4% | $4,779-34.7% |
| Participant deferral / active EE | $10,400 | $4,050+156.8% | $3,704+180.8% | $5,609+85.4% |
| Admin fee / account holder | $1,551 | $5,895-73.7% | $5,104-69.6% | $10,828-85.7% |