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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 | $278,055 | $90,607+206.9% | $79,467+249.9% | $135,380+105.4% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -2.59% | 977.74%-980.3pp | 718.30%-720.9pp | 519.81%-522.4pp |
| Employer contribution / active EE | $12,290 | $3,068+300.6% | $2,800+338.9% | $4,779+157.2% |
| Participant deferral / active EE | $0 | $4,050-100.0% | $3,704-100.0% | $5,609-100.0% |
| Admin fee / account holder | $1,765 | $5,895-70.1% | $5,104-65.4% | $10,828-83.7% |