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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 | $864,401 | $97,729+784.5% | $83,830+931.1% | $135,379+538.5% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -9.50% | 1287.52%-1297.0pp | 850.97%-860.5pp | 519.79%-529.3pp |
| Employer contribution / active EE | $30,000 | $4,222+610.6% | $3,631+726.2% | $4,779+527.8% |
| Participant deferral / active EE | $17,000 | $4,683+263.0% | $4,082+316.5% | $5,609+203.1% |
| Admin fee / account holder | $10,309 | $6,674+54.5% | $5,479+88.2% | $10,828-4.8% |