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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 | $380,302 | $190,879+99.2% | $160,009+137.7% | $134,532+182.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -14.88% | 552.63%-567.5pp | 408.85%-423.7pp | 418.27%-433.2pp |
| Employer contribution / active EE | $0 | $4,995-100.0% | $4,225-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $13,500 | $6,924+95.0% | $6,183+118.3% | $6,401+110.9% |
| Admin fee / account holder | $1,361 | $10,495-87.0% | $8,715-84.4% | $11,429-88.1% |