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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 | $632,889 | $101,283+524.9% | $75,826+734.7% | $135,382+367.5% |
| Participation rate | 100.0% | 72.7%+27.3pp | 68.2%+31.8pp | 82.6%+17.4pp |
| Annual return | -2.55% | 3384.62%-3387.2pp | 1914.15%-1916.7pp | 519.77%-522.3pp |
| Employer contribution / active EE | $25,000 | $2,382+949.5% | $1,913+1206.6% | $4,779+423.1% |
| Participant deferral / active EE | $0 | $3,469-100.0% | $2,862-100.0% | $5,609-100.0% |
| Admin fee / account holder | $44,918 | $6,539+586.9% | $4,726+850.5% | $10,829+314.8% |