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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 | $410,952 | $135,645+203.0% | $110,243+272.8% | $135,380+203.6% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -6.03% | 513.24%-519.3pp | 314.76%-320.8pp | 519.81%-525.8pp |
| Employer contribution / active EE | $4,689 | $4,907-4.4% | $3,827+22.5% | $4,779-1.9% |
| Participant deferral / active EE | $11,470 | $5,507+108.3% | $4,672+145.5% | $5,609+104.5% |
| Admin fee / account holder | $1,580 | $11,458-86.2% | $8,548-81.5% | $10,828-85.4% |