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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 | $582,924 | $67,396+764.9% | $60,919+856.9% | $134,545+333.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -19.05% | 50.12%-69.2pp | 16.96%-36.0pp | 418.37%-437.4pp |
| Employer contribution / active EE | $1,200 | $3,101-61.3% | $2,704-55.6% | $4,742-74.7% |
| Participant deferral / active EE | $16,500 | $4,534+263.9% | $3,814+332.6% | $6,401+157.8% |
| Admin fee / account holder | $520 | $4,590-88.7% | $3,228-83.9% | $11,431-95.5% |