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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 | $414,241 | $92,766+346.5% | $82,763+400.5% | $134,545+207.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -11.48% | 946.97%-958.5pp | 702.45%-713.9pp | 418.37%-429.9pp |
| Employer contribution / active EE | $883 | $3,273-73.0% | $3,008-70.7% | $4,742-81.4% |
| Participant deferral / active EE | $1,163 | $4,802-75.8% | $4,395-73.6% | $6,401-81.8% |
| Admin fee / account holder | $41,778 | $5,978+598.9% | $5,325+684.5% | $11,431+265.5% |