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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 | $624,134 | $97,732+538.6% | $83,831+644.5% | $135,380+361.0% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -5.92% | 1287.56%-1293.5pp | 850.99%-856.9pp | 519.81%-525.7pp |
| Employer contribution / active EE | $13,447 | $4,222+218.5% | $3,631+270.3% | $4,779+181.4% |
| Participant deferral / active EE | $7,198 | $4,683+53.7% | $4,082+76.3% | $5,609+28.3% |
| Admin fee / account holder | $39,291 | $6,675+488.7% | $5,479+617.2% | $10,828+262.9% |