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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 | $478,570 | $84,628+465.5% | $61,501+678.1% | $134,545+255.7% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -19.21% | 585.61%-604.8pp | 339.04%-358.3pp | 418.37%-437.6pp |
| Employer contribution / active EE | $23,733 | $1,545+1436.3% | $1,160+1946.5% | $4,742+400.5% |
| Participant deferral / active EE | $2,375 | $2,819-15.7% | $2,125+11.8% | $6,401-62.9% |
| Admin fee / account holder | $645 | $2,587-75.1% | $2,132-69.8% | $11,431-94.4% |