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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 | $399,356 | $107,368+271.9% | $92,915+329.8% | $152,909+161.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 0.00% | 145.64%-145.6pp | 109.45%-109.4pp | 345.46%-345.5pp |
| Employer contribution / active EE | $15,701 | $4,222+271.8% | $3,653+329.8% | $4,764+229.6% |
| Participant deferral / active EE | $13,624 | $4,848+181.0% | $4,238+221.5% | $5,851+132.8% |
| Admin fee / account holder | $4,071 | $7,082-42.5% | $5,796-29.8% | $11,601-64.9% |