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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 | $431,098 | $106,557+304.6% | $91,227+372.6% | $134,545+220.4% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -13.52% | 160.81%-174.3pp | 114.14%-127.7pp | 418.37%-431.9pp |
| Employer contribution / active EE | $10,211 | $3,332+206.4% | $2,851+258.1% | $4,742+115.3% |
| Participant deferral / active EE | $8,084 | $4,719+71.3% | $4,234+90.9% | $6,401+26.3% |
| Admin fee / account holder | $2,898 | $6,235-53.5% | $5,423-46.6% | $11,431-74.6% |