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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 | $429,914 | $90,607+374.5% | $79,467+441.0% | $135,380+217.6% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -7.84% | 977.74%-985.6pp | 718.30%-726.1pp | 519.81%-527.6pp |
| Employer contribution / active EE | $18,343 | $3,068+497.9% | $2,800+555.1% | $4,779+283.8% |
| Participant deferral / active EE | $16,522 | $4,050+307.9% | $3,704+346.1% | $5,609+194.6% |
| Admin fee / account holder | $4,142 | $5,895-29.7% | $5,104-18.8% | $10,828-61.7% |