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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 | $438,855 | $99,644+340.4% | $86,438+407.7% | $134,532+226.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.88% | 6787.26%-6802.1pp | 4397.19%-4412.1pp | 418.27%-433.1pp |
| Employer contribution / active EE | $18,239 | $4,402+314.3% | $3,769+383.9% | $4,741+284.7% |
| Participant deferral / active EE | $10,300 | $7,247+42.1% | $6,952+48.1% | $6,401+60.9% |
| Admin fee / account holder | $1,104 | $8,375-86.8% | $6,733-83.6% | $11,429-90.3% |