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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 | $476,213 | $93,098+411.5% | $77,081+517.8% | $134,509+254.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -14.52% | 62.63%-77.2pp | 42.33%-56.8pp | 418.13%-432.7pp |
| Employer contribution / active EE | $17,362 | $3,419+407.8% | $2,813+517.1% | $4,741+266.3% |
| Participant deferral / active EE | $13,053 | $5,239+149.1% | $4,428+194.8% | $6,400+103.9% |
| Admin fee / account holder | $103,881 | $6,945+1395.7% | $5,427+1814.3% | $11,427+809.1% |