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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 | $682,682 | $90,607+653.5% | $79,467+759.1% | $135,380+404.3% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -3.99% | 977.74%-981.7pp | 718.30%-722.3pp | 519.81%-523.8pp |
| Employer contribution / active EE | $26,678 | $3,068+769.6% | $2,800+852.7% | $4,779+458.3% |
| Participant deferral / active EE | $0 | $4,050-100.0% | $3,704-100.0% | $5,609-100.0% |
| Admin fee / account holder | $12,172 | $5,895+106.5% | $5,104+138.5% | $10,828+12.4% |