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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 | $265,098 | $39,798+566.1% | $67,704+291.6% | $59,633+344.5% |
| Participation rate | 89.3% | 57.4%+31.9pp | 67.5%+21.8pp | 68.7%+20.6pp |
| Annual return | -0.28% | 89.94%-90.2pp | 25.41%-25.7pp | 2041.45%-2041.7pp |
| Employer contribution / active EE | $9,999 | $1,393+617.8% | $2,559+290.7% | $2,203+354.0% |
| Participant deferral / active EE | $6,712 | $2,335+187.5% | $3,585+87.2% | $3,192+110.3% |
| Admin fee / account holder | $9,613 | $3,212+199.3% | $4,255+125.9% | $4,297+123.7% |