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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 | $99,668+262.0% | $86,451+317.3% | $134,545+168.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.59% | 6789.61%-6805.2pp | 4398.51%-4414.1pp | 418.37%-434.0pp |
| Employer contribution / active EE | $9,150 | $4,403+107.8% | $3,770+142.7% | $4,742+93.0% |
| Participant deferral / active EE | $20,500 | $7,249+182.8% | $6,953+194.8% | $6,401+220.2% |
| Admin fee / account holder | $2,212 | $8,377-73.6% | $6,734-67.1% | $11,431-80.6% |