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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 | $935,944 | $133,983+598.6% | $112,244+733.8% | $134,493+595.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -14.15% | 47.13%-61.3pp | 27.46%-41.6pp | 418.01%-432.2pp |
| Employer contribution / active EE | $0 | $4,039-100.0% | $3,635-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $11,539 | $5,291+118.1% | $4,728+144.0% | $6,400+80.3% |
| Admin fee / account holder | $37,096 | $7,490+395.3% | $6,411+478.6% | $11,425+224.7% |