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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 | $370,438 | $90,617+308.8% | $79,476+366.1% | $135,382+173.6% |
| Participation rate | 100.0% | 76.1%+23.9pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -7.93% | 977.57%-985.5pp | 718.21%-726.1pp | 519.77%-527.7pp |
| Employer contribution / active EE | $12,068 | $3,068+293.4% | $2,800+331.0% | $4,779+152.5% |
| Participant deferral / active EE | $0 | $4,050-100.0% | $3,704-100.0% | $5,609-100.0% |
| Admin fee / account holder | $25,902 | $5,907+338.5% | $5,113+406.6% | $10,829+139.2% |