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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 | $576,922 | $97,732+490.3% | $83,831+588.2% | $135,380+326.2% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -7.53% | 1287.56%-1295.1pp | 850.99%-858.5pp | 519.81%-527.3pp |
| Employer contribution / active EE | $20,607 | $4,222+388.1% | $3,631+467.5% | $4,779+331.2% |
| Participant deferral / active EE | $18,638 | $4,683+298.0% | $4,082+356.6% | $5,609+232.3% |
| Admin fee / account holder | $1,818 | $6,675-72.8% | $5,479-66.8% | $10,828-83.2% |