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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 | $468,428 | $99,668+370.0% | $86,451+441.8% | $134,545+248.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -13.28% | 6789.61%-6802.9pp | 4398.51%-4411.8pp | 418.37%-431.7pp |
| Employer contribution / active EE | $17,196 | $4,403+290.6% | $3,770+356.2% | $4,742+262.7% |
| Participant deferral / active EE | $13,500 | $7,249+86.2% | $6,953+94.2% | $6,401+110.9% |
| Admin fee / account holder | $25,824 | $8,377+208.3% | $6,734+283.5% | $11,431+125.9% |