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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 | $372,222 | $95,975+287.8% | $74,549+399.3% | $135,379+174.9% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -2.96% | 56.96%-59.9pp | 32.53%-35.5pp | 519.79%-522.8pp |
| Employer contribution / active EE | $37,334 | $2,716+1274.5% | $1,961+1803.9% | $4,779+681.2% |
| Participant deferral / active EE | $0 | $3,844-100.0% | $3,108-100.0% | $5,609-100.0% |
| Admin fee / account holder | $14,019 | $6,522+115.0% | $5,059+177.1% | $10,828+29.5% |