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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 | $281,238 | $92,766+203.2% | $82,763+239.8% | $134,545+109.0% |
| Participation rate | 92.9% | 75.2%+17.7pp | 72.6%+20.3pp | 81.2%+11.6pp |
| Annual return | -14.44% | 946.97%-961.4pp | 702.45%-716.9pp | 418.37%-432.8pp |
| Employer contribution / active EE | $15,903 | $3,273+385.9% | $3,008+428.6% | $4,742+235.4% |
| Participant deferral / active EE | $9,291 | $4,802+93.5% | $4,395+111.4% | $6,401+45.1% |
| Admin fee / account holder | $19,235 | $5,978+221.8% | $5,325+261.2% | $11,431+68.3% |