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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 | $528,094 | $95,979+450.2% | $74,551+608.4% | $135,380+290.1% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -7.64% | 56.97%-64.6pp | 32.53%-40.2pp | 519.81%-527.4pp |
| Employer contribution / active EE | $16,118 | $2,716+493.4% | $1,961+721.9% | $4,779+237.3% |
| Participant deferral / active EE | $0 | $3,844-100.0% | $3,108-100.0% | $5,609-100.0% |
| Admin fee / account holder | $3,358 | $6,522-48.5% | $5,059-33.6% | $10,828-69.0% |