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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 | $352,674 | $88,603+298.0% | $69,890+404.6% | $134,545+162.1% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | -9.37% | 442.93%-452.3pp | 190.84%-200.2pp | 418.37%-427.7pp |
| Employer contribution / active EE | $20,806 | $3,236+543.0% | $2,560+712.7% | $4,742+338.8% |
| Participant deferral / active EE | $8,912 | $4,771+86.8% | $3,848+131.6% | $6,401+39.2% |
| Admin fee / account holder | $21,236 | $10,443+103.3% | $6,267+238.8% | $11,431+85.8% |