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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 | $455,846 | $99,644+357.5% | $86,438+427.4% | $134,532+238.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.56% | 6787.26%-6803.8pp | 4397.19%-4413.8pp | 418.27%-434.8pp |
| Employer contribution / active EE | $25,333 | $4,402+475.5% | $3,769+572.1% | $4,741+434.3% |
| Participant deferral / active EE | $22,667 | $7,247+212.8% | $6,952+226.0% | $6,401+254.1% |
| Admin fee / account holder | $5,414 | $8,375-35.3% | $6,733-19.6% | $11,429-52.6% |