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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 | $357,863 | $99,644+259.1% | $86,438+314.0% | $134,532+166.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -13.80% | 6787.26%-6801.1pp | 4397.19%-4411.0pp | 418.27%-432.1pp |
| Employer contribution / active EE | $1,000 | $4,402-77.3% | $3,769-73.5% | $4,741-78.9% |
| Participant deferral / active EE | $15,837 | $7,247+118.5% | $6,952+127.8% | $6,401+147.4% |
| Admin fee / account holder | $1,350 | $8,375-83.9% | $6,733-80.0% | $11,429-88.2% |