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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 | $319,989 | $97,729+227.4% | $83,830+281.7% | $135,379+136.4% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -6.60% | 1287.52%-1294.1pp | 850.97%-857.6pp | 519.79%-526.4pp |
| Employer contribution / active EE | $1,429 | $4,222-66.2% | $3,631-60.7% | $4,779-70.1% |
| Participant deferral / active EE | $0 | $4,683-100.0% | $4,082-100.0% | $5,609-100.0% |
| Admin fee / account holder | $2,248 | $6,674-66.3% | $5,479-59.0% | $10,828-79.2% |