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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 | $647,760 | $88,603+631.1% | $69,890+826.8% | $134,545+381.4% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | -16.11% | 442.93%-459.0pp | 190.84%-207.0pp | 418.37%-434.5pp |
| Employer contribution / active EE | $11,667 | $3,236+260.6% | $2,560+355.7% | $4,742+146.1% |
| Participant deferral / active EE | $8,095 | $4,771+69.7% | $3,848+110.3% | $6,401+26.5% |
| Admin fee / account holder | $2,266 | $10,443-78.3% | $6,267-63.8% | $11,431-80.2% |