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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 | $563,004 | $93,124+504.6% | $77,100+630.2% | $134,545+318.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -12.17% | 62.68%-74.8pp | 42.35%-54.5pp | 418.37%-430.5pp |
| Employer contribution / active EE | $19,012 | $3,421+455.7% | $2,815+575.4% | $4,742+301.0% |
| Participant deferral / active EE | $12,971 | $5,242+147.4% | $4,430+192.8% | $6,401+102.6% |
| Admin fee / account holder | $4,528 | $6,970-35.0% | $5,443-16.8% | $11,431-60.4% |