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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 | $271,101 | $48,274+461.6% | $63,244+328.7% | $59,633+354.6% |
| Participation rate | 96.7% | 66.3%+30.3pp | 71.0%+25.6pp | 68.7%+28.0pp |
| Annual return | -0.63% | -240.79%+240.2pp | -70.31%+69.7pp | 2041.40%-2042.0pp |
| Employer contribution / active EE | $4,706 | $1,586+196.7% | $2,322+102.7% | $2,203+113.7% |
| Participant deferral / active EE | $8,109 | $2,343+246.1% | $2,953+174.6% | $3,192+154.1% |
| Admin fee / account holder | $16,769 | $3,600+365.8% | $5,893+184.5% | $4,297+290.2% |