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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 | $282,557 | $190,879+48.0% | $160,009+76.6% | $134,532+110.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -7.85% | 552.63%-560.5pp | 408.85%-416.7pp | 418.27%-426.1pp |
| Employer contribution / active EE | $17,950 | $4,995+259.4% | $4,225+324.8% | $4,741+278.6% |
| Participant deferral / active EE | $0 | $6,924-100.0% | $6,183-100.0% | $6,401-100.0% |
| Admin fee / account holder | $16,095 | $10,495+53.4% | $8,715+84.7% | $11,429+40.8% |