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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 | $318,756 | $99,668+219.8% | $86,451+268.7% | $134,545+136.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -3.20% | 6789.61%-6792.8pp | 4398.51%-4401.7pp | 418.37%-421.6pp |
| Employer contribution / active EE | $20,284 | $4,403+360.7% | $3,770+438.1% | $4,742+327.8% |
| Participant deferral / active EE | $15,946 | $7,249+120.0% | $6,953+129.3% | $6,401+149.1% |
| Admin fee / account holder | $5,927 | $8,377-29.2% | $6,734-12.0% | $11,431-48.2% |