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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 | $384,174 | $84,685+353.6% | $73,836+420.3% | $125,389+206.4% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -0.31% | 3123.80%-3124.1pp | 2268.06%-2268.4pp | 282.24%-282.6pp |
| Employer contribution / active EE | $7,950 | $3,123+154.5% | $2,787+185.2% | $4,866+63.4% |
| Participant deferral / active EE | $1,667 | $3,993-58.3% | $3,583-53.5% | $5,352-68.9% |
| Admin fee / account holder | $1,974 | $5,694-65.3% | $4,882-59.6% | $9,541-79.3% |