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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 | $600,549 | $147,727+306.5% | $115,756+418.8% | $134,532+346.4% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.1%+22.9pp | 81.2%+18.8pp |
| Annual return | -16.29% | 73.96%-90.2pp | 143.14%-159.4pp | 418.27%-434.6pp |
| Employer contribution / active EE | $11,500 | $4,713+144.0% | $3,793+203.2% | $4,741+142.6% |
| Participant deferral / active EE | $13,570 | $7,563+79.4% | $6,254+117.0% | $6,401+112.0% |
| Admin fee / account holder | $116,911 | $14,571+702.4% | $8,124+1339.0% | $11,429+923.0% |