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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 | $478,924 | $93,124+414.3% | $77,100+521.2% | $134,545+256.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -12.25% | 62.68%-74.9pp | 42.35%-54.6pp | 418.37%-430.6pp |
| Employer contribution / active EE | $26,780 | $3,421+682.7% | $2,815+851.4% | $4,742+464.8% |
| Participant deferral / active EE | $27,000 | $5,242+415.1% | $4,430+509.5% | $6,401+321.8% |
| Admin fee / account holder | $10,715 | $6,970+53.7% | $5,443+96.8% | $11,431-6.3% |