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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 | $258,257 | $97,761+164.2% | $83,850+208.0% | $135,382+90.8% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -7.32% | 1287.44%-1294.8pp | 850.92%-858.2pp | 519.77%-527.1pp |
| Employer contribution / active EE | $13,775 | $4,222+226.3% | $3,631+279.4% | $4,779+188.3% |
| Participant deferral / active EE | $7,479 | $4,682+59.7% | $4,082+83.2% | $5,609+33.3% |
| Admin fee / account holder | $28,113 | $6,674+321.2% | $5,478+413.2% | $10,829+159.6% |