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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 | $405,345 | $135,639+198.8% | $110,241+267.7% | $135,382+199.4% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -7.18% | 513.21%-520.4pp | 314.75%-321.9pp | 519.77%-526.9pp |
| Employer contribution / active EE | $8,092 | $4,907+64.9% | $3,827+111.5% | $4,779+69.3% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,672-100.0% | $5,609-100.0% |
| Admin fee / account holder | $3,227 | $11,457-71.8% | $8,548-62.2% | $10,829-70.2% |