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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 | $256,840 | $84,685+203.3% | $73,836+247.9% | $125,389+104.8% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | 0.87% | 3123.80%-3122.9pp | 2268.06%-2267.2pp | 282.24%-281.4pp |
| Employer contribution / active EE | $11,673 | $3,123+273.7% | $2,787+318.8% | $4,866+139.9% |
| Participant deferral / active EE | $11,285 | $3,993+182.6% | $3,583+215.0% | $5,352+110.9% |
| Admin fee / account holder | $13,615 | $5,694+139.1% | $4,882+178.9% | $9,541+42.7% |