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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 | $437,937 | $180,459+142.7% | $154,108+184.2% | $135,380+223.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -7.68% | 888.21%-895.9pp | 735.21%-742.9pp | 519.81%-527.5pp |
| Employer contribution / active EE | $0 | $6,035-100.0% | $5,298-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,568 | $5,806-38.6% | $5,081-29.8% | $5,609-36.4% |
| Admin fee / account holder | $5,762 | $16,145-64.3% | $13,411-57.0% | $10,828-46.8% |