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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 | $355,727 | $97,732+264.0% | $83,831+324.3% | $135,380+162.8% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -7.17% | 1287.56%-1294.7pp | 850.99%-858.2pp | 519.81%-527.0pp |
| Employer contribution / active EE | $23,521 | $4,222+457.1% | $3,631+547.7% | $4,779+392.2% |
| Participant deferral / active EE | $0 | $4,683-100.0% | $4,082-100.0% | $5,609-100.0% |
| Admin fee / account holder | $9,007 | $6,675+34.9% | $5,479+64.4% | $10,828-16.8% |