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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 | $381,150 | $90,607+320.7% | $79,467+379.6% | $135,380+181.5% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -9.70% | 977.74%-987.4pp | 718.30%-728.0pp | 519.81%-529.5pp |
| Employer contribution / active EE | $20,495 | $3,068+568.1% | $2,800+631.9% | $4,779+328.9% |
| Participant deferral / active EE | $0 | $4,050-100.0% | $3,704-100.0% | $5,609-100.0% |
| Admin fee / account holder | $2,993 | $5,895-49.2% | $5,104-41.4% | $10,828-72.4% |