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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 | $456,666 | $92,766+392.3% | $82,763+451.8% | $134,545+239.4% |
| Participation rate | 85.7% | 75.2%+10.5pp | 72.6%+13.2pp | 81.2%+4.5pp |
| Annual return | -20.29% | 946.97%-967.3pp | 702.45%-722.7pp | 418.37%-438.7pp |
| Employer contribution / active EE | $2,210 | $3,273-32.5% | $3,008-26.5% | $4,742-53.4% |
| Participant deferral / active EE | $14,017 | $4,802+191.9% | $4,395+218.9% | $6,401+119.0% |
| Admin fee / account holder | $14,599 | $5,978+144.2% | $5,325+174.2% | $11,431+27.7% |