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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 | $255,010 | $99,668+155.9% | $86,451+195.0% | $134,545+89.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -13.59% | 6789.61%-6803.2pp | 4398.51%-4412.1pp | 418.37%-432.0pp |
| Employer contribution / active EE | $24,294 | $4,403+451.8% | $3,770+544.4% | $4,742+412.4% |
| Participant deferral / active EE | $17,040 | $7,249+135.1% | $6,953+145.1% | $6,401+166.2% |
| Admin fee / account holder | $27,231 | $8,377+225.1% | $6,734+304.3% | $11,431+138.2% |