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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 | $268,709 | $90,606+196.6% | $79,466+238.1% | $135,379+98.5% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -0.65% | 977.69%-978.3pp | 718.28%-718.9pp | 519.79%-520.4pp |
| Employer contribution / active EE | $18,051 | $3,068+488.4% | $2,800+544.6% | $4,779+277.7% |
| Participant deferral / active EE | $5,553 | $4,050+37.1% | $3,704+49.9% | $5,609-1.0% |
| Admin fee / account holder | $2,777 | $5,895-52.9% | $5,104-45.6% | $10,828-74.4% |