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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 | $670,574 | $99,644+573.0% | $86,438+675.8% | $134,532+398.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -20.48% | 6787.26%-6807.7pp | 4397.19%-4417.7pp | 418.27%-438.8pp |
| Employer contribution / active EE | $36,687 | $4,402+733.4% | $3,769+873.3% | $4,741+673.8% |
| Participant deferral / active EE | $32,311 | $7,247+345.8% | $6,952+364.7% | $6,401+404.8% |
| Admin fee / account holder | $23,974 | $8,375+186.3% | $6,733+256.1% | $11,429+109.8% |