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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 | $255,901 | $82,630+209.7% | $64,105+299.2% | $125,389+104.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 68.2%+31.8pp | 83.2%+16.8pp |
| Annual return | -0.05% | 1489.72%-1489.8pp | 791.24%-791.3pp | 282.24%-282.3pp |
| Employer contribution / active EE | $2,450 | $2,671-8.3% | $1,820+34.6% | $4,866-49.7% |
| Participant deferral / active EE | $0 | $3,608-100.0% | $2,822-100.0% | $5,352-100.0% |
| Admin fee / account holder | $4,047 | $6,382-36.6% | $4,499-10.0% | $9,541-57.6% |