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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 | $477,828 | $190,879+150.3% | $160,009+198.6% | $134,532+255.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -12.25% | 552.63%-564.9pp | 408.85%-421.1pp | 418.27%-430.5pp |
| Employer contribution / active EE | $24,993 | $4,995+400.4% | $4,225+491.5% | $4,741+427.2% |
| Participant deferral / active EE | $0 | $6,924-100.0% | $6,183-100.0% | $6,401-100.0% |
| Admin fee / account holder | $16,149 | $10,495+53.9% | $8,715+85.3% | $11,429+41.3% |