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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 | $590,084 | $152,597+286.7% | $117,533+402.1% | $134,532+338.6% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -13.04% | 53.04%-66.1pp | 29.77%-42.8pp | 418.27%-431.3pp |
| Employer contribution / active EE | $7,263 | $5,576+30.2% | $4,179+73.8% | $4,741+53.2% |
| Participant deferral / active EE | $12,261 | $4,821+154.3% | $4,072+201.1% | $6,401+91.5% |
| Admin fee / account holder | $1,658 | $7,007-76.3% | $5,647-70.6% | $11,429-85.5% |