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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 | $360,872 | $84,684+326.1% | $73,835+388.8% | $125,388+187.8% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -0.41% | 3123.93%-3124.3pp | 2268.13%-2268.5pp | 282.24%-282.6pp |
| Employer contribution / active EE | $22,026 | $3,123+605.2% | $2,788+690.2% | $4,866+352.6% |
| Participant deferral / active EE | $833 | $3,993-79.1% | $3,583-76.7% | $5,352-84.4% |
| Admin fee / account holder | $1,331 | $5,691-76.6% | $4,880-72.7% | $9,541-86.0% |