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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 | $251,512 | $92,766+171.1% | $82,763+203.9% | $134,545+86.9% |
| Participation rate | 88.9% | 75.2%+13.7pp | 72.6%+16.3pp | 81.2%+7.7pp |
| Annual return | -14.32% | 946.97%-961.3pp | 702.45%-716.8pp | 418.37%-432.7pp |
| Employer contribution / active EE | $17,369 | $3,273+430.7% | $3,008+477.4% | $4,742+266.3% |
| Participant deferral / active EE | $7,639 | $4,802+59.1% | $4,395+73.8% | $6,401+19.3% |
| Admin fee / account holder | $35,579 | $5,978+495.2% | $5,325+568.1% | $11,431+211.3% |