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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 | $380,107 | $84,685+348.8% | $73,836+414.8% | $125,389+203.1% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -0.80% | 3123.80%-3124.6pp | 2268.06%-2268.9pp | 282.24%-283.0pp |
| Employer contribution / active EE | $11,280 | $3,123+261.2% | $2,787+304.7% | $4,866+131.8% |
| Participant deferral / active EE | $13,125 | $3,993+228.7% | $3,583+266.3% | $5,352+145.3% |
| Admin fee / account holder | $23,678 | $5,694+315.8% | $4,882+385.0% | $9,541+148.2% |