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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 | $322,621 | $97,729+230.1% | $83,830+284.9% | $135,379+138.3% |
| Participation rate | 90.9% | 80.0%+11.0pp | 76.1%+14.8pp | 82.6%+8.3pp |
| Annual return | -7.94% | 1287.52%-1295.5pp | 850.97%-858.9pp | 519.79%-527.7pp |
| Employer contribution / active EE | $17,233 | $4,222+308.2% | $3,631+374.6% | $4,779+260.6% |
| Participant deferral / active EE | $0 | $4,683-100.0% | $4,082-100.0% | $5,609-100.0% |
| Admin fee / account holder | $29,348 | $6,674+339.7% | $5,479+435.7% | $10,828+171.0% |