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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 | $366,323 | $90,606+304.3% | $79,466+361.0% | $135,379+170.6% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -6.25% | 977.69%-983.9pp | 718.28%-724.5pp | 519.79%-526.0pp |
| Employer contribution / active EE | $18,043 | $3,068+488.2% | $2,800+544.3% | $4,779+277.6% |
| Participant deferral / active EE | $12,850 | $4,050+217.3% | $3,704+246.9% | $5,609+129.1% |
| Admin fee / account holder | $375 | $5,895-93.6% | $5,104-92.7% | $10,828-96.5% |