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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 | $386,984 | $97,761+295.8% | $83,850+361.5% | $135,382+185.8% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -5.74% | 1287.44%-1293.2pp | 850.92%-856.7pp | 519.77%-525.5pp |
| Employer contribution / active EE | $19,766 | $4,222+368.2% | $3,631+444.4% | $4,779+313.6% |
| Participant deferral / active EE | $0 | $4,682-100.0% | $4,082-100.0% | $5,609-100.0% |
| Admin fee / account holder | $7,966 | $6,674+19.4% | $5,478+45.4% | $10,829-26.4% |