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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 | $441,896 | $95,979+360.4% | $74,551+492.7% | $135,380+226.4% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -6.01% | 56.97%-63.0pp | 32.53%-38.5pp | 519.81%-525.8pp |
| Employer contribution / active EE | $15,556 | $2,716+472.7% | $1,961+693.2% | $4,779+225.5% |
| Participant deferral / active EE | $8,893 | $3,844+131.4% | $3,108+186.1% | $5,609+58.5% |
| Admin fee / account holder | $19,049 | $6,522+192.1% | $5,059+276.5% | $10,828+75.9% |