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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 | $708,161 | $92,766+663.4% | $82,763+755.6% | $134,545+426.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -15.93% | 946.97%-962.9pp | 702.45%-718.4pp | 418.37%-434.3pp |
| Employer contribution / active EE | $31,103 | $3,273+850.3% | $3,008+933.9% | $4,742+556.0% |
| Participant deferral / active EE | $7,935 | $4,802+65.2% | $4,395+80.5% | $6,401+24.0% |
| Admin fee / account holder | $9,330 | $5,978+56.1% | $5,325+75.2% | $11,431-18.4% |