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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 | $421,469 | $92,766+354.3% | $82,763+409.2% | $134,545+213.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -11.87% | 946.97%-958.8pp | 702.45%-714.3pp | 418.37%-430.2pp |
| Employer contribution / active EE | $9,849 | $3,273+200.9% | $3,008+227.4% | $4,742+107.7% |
| Participant deferral / active EE | $1,950 | $4,802-59.4% | $4,395-55.6% | $6,401-69.5% |
| Admin fee / account holder | $15,859 | $5,978+165.3% | $5,325+197.8% | $11,431+38.7% |