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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 | $556,336 | $97,761+469.1% | $83,850+563.5% | $135,382+310.9% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -7.87% | 1287.44%-1295.3pp | 850.92%-858.8pp | 519.77%-527.6pp |
| Employer contribution / active EE | $19,045 | $4,222+351.1% | $3,631+424.5% | $4,779+298.5% |
| Participant deferral / active EE | $0 | $4,682-100.0% | $4,082-100.0% | $5,609-100.0% |
| Admin fee / account holder | $16,802 | $6,674+151.8% | $5,478+206.7% | $10,829+55.2% |