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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 | $355,047 | $124,175+185.9% | $108,405+227.5% | $167,536+111.9% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 0.00% | 1380.13%-1380.1pp | 905.55%-905.5pp | 478.82%-478.8pp |
| Employer contribution / active EE | $6,173 | $4,188+47.4% | $3,559+73.4% | $4,839+27.6% |
| Participant deferral / active EE | $15,751 | $6,908+128.0% | $6,563+140.0% | $6,342+148.3% |
| Admin fee / account holder | $81,387 | $9,457+760.6% | $7,297+1015.4% | $12,315+560.9% |