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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 | $364,000 | $97,761+272.3% | $83,850+334.1% | $135,382+168.9% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -7.50% | 1287.44%-1294.9pp | 850.92%-858.4pp | 519.77%-527.3pp |
| Employer contribution / active EE | $1,814 | $4,222-57.0% | $3,631-50.0% | $4,779-62.0% |
| Participant deferral / active EE | $18,665 | $4,682+298.6% | $4,082+357.3% | $5,609+232.8% |
| Admin fee / account holder | $3,158 | $6,674-52.7% | $5,478-42.4% | $10,829-70.8% |