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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 | $363,377 | $97,732+271.8% | $83,831+333.5% | $135,380+168.4% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -0.41% | 1287.56%-1288.0pp | 850.99%-851.4pp | 519.81%-520.2pp |
| Employer contribution / active EE | $25,750 | $4,222+509.9% | $3,631+609.1% | $4,779+438.8% |
| Participant deferral / active EE | $5,600 | $4,683+19.6% | $4,082+37.2% | $5,609-0.2% |
| Admin fee / account holder | $5,380 | $6,675-19.4% | $5,479-1.8% | $10,828-50.3% |