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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 | $493,536 | $106,557+363.2% | $91,227+441.0% | $134,545+266.8% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -1.73% | 160.81%-162.5pp | 114.14%-115.9pp | 418.37%-420.1pp |
| Employer contribution / active EE | $9,683 | $3,332+190.6% | $2,851+239.6% | $4,742+104.2% |
| Participant deferral / active EE | $0 | $4,719-100.0% | $4,234-100.0% | $6,401-100.0% |
| Admin fee / account holder | $17,588 | $6,235+182.1% | $5,423+224.3% | $11,431+53.9% |