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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 | $297,622 | $90,607+228.5% | $79,467+274.5% | $135,380+119.8% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -3.89% | 977.74%-981.6pp | 718.30%-722.2pp | 519.81%-523.7pp |
| Employer contribution / active EE | $32,531 | $3,068+960.4% | $2,800+1061.7% | $4,779+580.7% |
| Participant deferral / active EE | $24,462 | $4,050+503.9% | $3,704+560.4% | $5,609+336.1% |
| Admin fee / account holder | $2,396 | $5,895-59.4% | $5,104-53.1% | $10,828-77.9% |