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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 | $257,309 | $92,766+177.4% | $82,763+210.9% | $134,545+91.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -15.09% | 946.97%-962.1pp | 702.45%-717.5pp | 418.37%-433.5pp |
| Employer contribution / active EE | $5,526 | $3,273+68.8% | $3,008+83.7% | $4,742+16.5% |
| Participant deferral / active EE | $6,981 | $4,802+45.4% | $4,395+58.8% | $6,401+9.1% |
| Admin fee / account holder | $2,461 | $5,978-58.8% | $5,325-53.8% | $11,431-78.5% |