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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 | $250,463 | $90,607+176.4% | $79,467+215.2% | $135,380+85.0% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -6.91% | 977.74%-984.6pp | 718.30%-725.2pp | 519.81%-526.7pp |
| Employer contribution / active EE | $3,137 | $3,068+2.3% | $2,800+12.0% | $4,779-34.4% |
| Participant deferral / active EE | $7,176 | $4,050+77.2% | $3,704+93.7% | $5,609+27.9% |
| Admin fee / account holder | $691 | $5,895-88.3% | $5,104-86.5% | $10,828-93.6% |