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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 | $297,008 | $90,606+227.8% | $79,466+273.8% | $135,379+119.4% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -7.29% | 977.69%-985.0pp | 718.28%-725.6pp | 519.79%-527.1pp |
| Employer contribution / active EE | $14,395 | $3,068+369.2% | $2,800+414.1% | $4,779+201.2% |
| Participant deferral / active EE | $11,875 | $4,050+193.2% | $3,704+220.6% | $5,609+111.7% |
| Admin fee / account holder | $1,188 | $5,895-79.8% | $5,104-76.7% | $10,828-89.0% |