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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 | $266,846 | $99,668+167.7% | $86,451+208.7% | $134,545+98.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.35% | 6789.61%-6805.0pp | 4398.51%-4413.9pp | 418.37%-433.7pp |
| Employer contribution / active EE | $7,199 | $4,403+63.5% | $3,770+91.0% | $4,742+51.8% |
| Participant deferral / active EE | $3,000 | $7,249-58.6% | $6,953-56.9% | $6,401-53.1% |
| Admin fee / account holder | $3,597 | $8,377-57.1% | $6,734-46.6% | $11,431-68.5% |