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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 | $456,524 | $84,685+439.1% | $73,836+518.3% | $125,389+264.1% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -0.36% | 3123.80%-3124.2pp | 2268.06%-2268.4pp | 282.24%-282.6pp |
| Employer contribution / active EE | $21,467 | $3,123+587.3% | $2,787+670.1% | $4,866+341.1% |
| Participant deferral / active EE | $20,215 | $3,993+406.3% | $3,583+464.2% | $5,352+277.7% |
| Admin fee / account holder | $1,054 | $5,694-81.5% | $4,882-78.4% | $9,541-89.0% |