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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 | $281,286 | $97,729+187.8% | $83,830+235.5% | $135,379+107.8% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -5.12% | 1287.52%-1292.6pp | 850.97%-856.1pp | 519.79%-524.9pp |
| Employer contribution / active EE | $12,222 | $4,222+189.5% | $3,631+236.6% | $4,779+155.8% |
| Participant deferral / active EE | $0 | $4,683-100.0% | $4,082-100.0% | $5,609-100.0% |
| Admin fee / account holder | $7,000 | $6,674+4.9% | $5,479+27.8% | $10,828-35.4% |