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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 | $539,296 | $97,732+451.8% | $83,831+543.3% | $135,380+298.4% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -8.55% | 1287.56%-1296.1pp | 850.99%-859.5pp | 519.81%-528.4pp |
| Employer contribution / active EE | $1,604 | $4,222-62.0% | $3,631-55.8% | $4,779-66.4% |
| Participant deferral / active EE | $3,204 | $4,683-31.6% | $4,082-21.5% | $5,609-42.9% |
| Admin fee / account holder | $42,841 | $6,675+541.9% | $5,479+682.0% | $10,828+295.6% |