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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 | $446,110 | $90,607+392.4% | $79,467+461.4% | $135,380+229.5% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -3.35% | 977.74%-981.1pp | 718.30%-721.7pp | 519.81%-523.2pp |
| Employer contribution / active EE | $23,555 | $3,068+667.8% | $2,800+741.2% | $4,779+392.9% |
| Participant deferral / active EE | $17,360 | $4,050+328.6% | $3,704+368.7% | $5,609+209.5% |
| Admin fee / account holder | $178,832 | $5,895+2933.6% | $5,104+3403.7% | $10,828+1551.6% |