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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 | $734,362 | $88,603+728.8% | $69,890+950.7% | $134,545+445.8% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | -18.23% | 442.93%-461.2pp | 190.84%-209.1pp | 418.37%-436.6pp |
| Employer contribution / active EE | $5,714 | $3,236+76.6% | $2,560+123.2% | $4,742+20.5% |
| Participant deferral / active EE | $12,758 | $4,771+167.4% | $3,848+231.5% | $6,401+99.3% |
| Admin fee / account holder | $6,573 | $10,443-37.1% | $6,267+4.9% | $11,431-42.5% |