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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 | $308,759 | $90,607+240.8% | $79,467+288.5% | $135,380+128.1% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -7.95% | 977.74%-985.7pp | 718.30%-726.3pp | 519.81%-527.8pp |
| Employer contribution / active EE | $26,464 | $3,068+762.7% | $2,800+845.1% | $4,779+453.8% |
| Participant deferral / active EE | $22,500 | $4,050+455.5% | $3,704+507.5% | $5,609+301.1% |
| Admin fee / account holder | $1,441 | $5,895-75.6% | $5,104-71.8% | $10,828-86.7% |