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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 | $400,797 | $97,729+310.1% | $83,830+378.1% | $135,379+196.1% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -5.05% | 1287.52%-1292.6pp | 850.97%-856.0pp | 519.79%-524.8pp |
| Employer contribution / active EE | $2,100 | $4,222-50.3% | $3,631-42.2% | $4,779-56.1% |
| Participant deferral / active EE | $24,500 | $4,683+423.2% | $4,082+500.2% | $5,609+336.8% |
| Admin fee / account holder | $4,104 | $6,674-38.5% | $5,479-25.1% | $10,828-62.1% |