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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 | $538,645 | $88,596+508.0% | $70,098+668.4% | $134,509+300.5% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | -9.49% | 442.67%-452.2pp | 190.76%-200.2pp | 418.13%-427.6pp |
| Employer contribution / active EE | $11,891 | $3,235+267.5% | $2,560+364.5% | $4,741+150.8% |
| Participant deferral / active EE | $14,079 | $4,772+195.0% | $3,849+265.8% | $6,400+120.0% |
| Admin fee / account holder | $12,748 | $10,441+22.1% | $6,266+103.5% | $11,427+11.6% |