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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 | $579,501 | $138,076+319.7% | $123,553+369.0% | $135,380+328.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -2.44% | 153.70%-156.1pp | 119.21%-121.7pp | 519.81%-522.3pp |
| Employer contribution / active EE | $2,700 | $5,152-47.6% | $4,628-41.7% | $4,779-43.5% |
| Participant deferral / active EE | $0 | $6,800-100.0% | $6,426-100.0% | $5,609-100.0% |
| Admin fee / account holder | $22,835 | $10,917+109.2% | $9,284+145.9% | $10,828+110.9% |