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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 | $452,442 | $90,617+399.3% | $79,476+469.3% | $135,382+234.2% |
| Participation rate | 100.0% | 76.1%+23.9pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -8.04% | 977.57%-985.6pp | 718.21%-726.3pp | 519.77%-527.8pp |
| Employer contribution / active EE | $19,851 | $3,068+547.1% | $2,800+608.9% | $4,779+315.4% |
| Participant deferral / active EE | $18,696 | $4,050+361.6% | $3,704+404.8% | $5,609+233.3% |
| Admin fee / account holder | $66,483 | $5,907+1025.4% | $5,113+1200.2% | $10,829+514.0% |