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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 | $729,928 | $88,596+723.9% | $70,098+941.3% | $134,509+442.7% |
| Participation rate | 77.8% | 74.9%+2.8pp | 70.5%+7.3pp | 81.2%-3.5pp |
| Annual return | -19.48% | 442.67%-462.1pp | 190.76%-210.2pp | 418.13%-437.6pp |
| Employer contribution / active EE | $12,520 | $3,235+286.9% | $2,560+389.0% | $4,741+164.1% |
| Participant deferral / active EE | $0 | $4,772-100.0% | $3,849-100.0% | $6,400-100.0% |
| Admin fee / account holder | $35,879 | $10,441+243.6% | $6,266+472.6% | $11,427+214.0% |