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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 | $609,479 | $97,761+523.4% | $83,850+626.9% | $135,382+350.2% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -6.53% | 1287.44%-1294.0pp | 850.92%-857.5pp | 519.77%-526.3pp |
| Employer contribution / active EE | $22,868 | $4,222+441.7% | $3,631+529.8% | $4,779+378.5% |
| Participant deferral / active EE | $23,256 | $4,682+396.7% | $4,082+469.7% | $5,609+314.6% |
| Admin fee / account holder | $7,210 | $6,674+8.0% | $5,478+31.6% | $10,829-33.4% |