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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 | $263,075 | $88,603+196.9% | $69,890+276.4% | $134,545+95.5% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | -10.71% | 442.93%-453.6pp | 190.84%-201.6pp | 418.37%-429.1pp |
| Employer contribution / active EE | $8,916 | $3,236+175.5% | $2,560+248.2% | $4,742+88.0% |
| Participant deferral / active EE | $9,521 | $4,771+99.6% | $3,848+147.4% | $6,401+48.7% |
| Admin fee / account holder | $46,697 | $10,443+347.1% | $6,267+645.1% | $11,431+308.5% |