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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 | $455,273 | $88,603+413.8% | $69,890+551.4% | $134,545+238.4% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | -6.16% | 442.93%-449.1pp | 190.84%-197.0pp | 418.37%-424.5pp |
| Employer contribution / active EE | $8,436 | $3,236+160.7% | $2,560+229.5% | $4,742+77.9% |
| Participant deferral / active EE | $9,499 | $4,771+99.1% | $3,848+146.8% | $6,401+48.4% |
| Admin fee / account holder | $40,859 | $10,443+291.2% | $6,267+551.9% | $11,431+257.4% |