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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 | $283,033 | $97,761+189.5% | $83,850+237.5% | $135,382+109.1% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -5.63% | 1287.44%-1293.1pp | 850.92%-856.6pp | 519.77%-525.4pp |
| Employer contribution / active EE | $14,294 | $4,222+238.6% | $3,631+293.7% | $4,779+199.1% |
| Participant deferral / active EE | $7,515 | $4,682+60.5% | $4,082+84.1% | $5,609+34.0% |
| Admin fee / account holder | $1,619 | $6,674-75.7% | $5,478-70.4% | $10,829-85.0% |