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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 | $443,742 | $90,607+389.7% | $79,467+458.4% | $135,380+227.8% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -6.50% | 977.74%-984.2pp | 718.30%-724.8pp | 519.81%-526.3pp |
| Employer contribution / active EE | $19,001 | $3,068+519.4% | $2,800+578.5% | $4,779+297.6% |
| Participant deferral / active EE | $11,405 | $4,050+181.6% | $3,704+207.9% | $5,609+103.3% |
| Admin fee / account holder | $2,373 | $5,895-59.7% | $5,104-53.5% | $10,828-78.1% |