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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 | $477,537 | $135,639+252.1% | $110,241+333.2% | $135,382+252.7% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -8.06% | 513.21%-521.3pp | 314.75%-322.8pp | 519.77%-527.8pp |
| Employer contribution / active EE | $17,406 | $4,907+254.7% | $3,827+354.9% | $4,779+264.2% |
| Participant deferral / active EE | $17,400 | $5,507+216.0% | $4,672+272.4% | $5,609+210.2% |
| Admin fee / account holder | $4,514 | $11,457-60.6% | $8,548-47.2% | $10,829-58.3% |