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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 | $360,772 | $99,647+262.0% | $86,439+317.4% | $134,509+168.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.59% | 6784.13%-6799.7pp | 4395.55%-4411.1pp | 418.13%-433.7pp |
| Employer contribution / active EE | $9,150 | $4,401+107.9% | $3,769+142.8% | $4,741+93.0% |
| Participant deferral / active EE | $20,500 | $7,246+182.9% | $6,952+194.9% | $6,400+220.3% |
| Admin fee / account holder | $2,212 | $8,373-73.6% | $6,732-67.1% | $11,427-80.6% |