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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 | $262,546 | $99,644+163.5% | $86,438+203.7% | $134,532+95.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -20.19% | 6787.26%-6807.4pp | 4397.19%-4417.4pp | 418.27%-438.5pp |
| Employer contribution / active EE | $9,792 | $4,402+122.4% | $3,769+159.8% | $4,741+106.5% |
| Participant deferral / active EE | $21,329 | $7,247+194.3% | $6,952+206.8% | $6,401+233.2% |
| Admin fee / account holder | $4,090 | $8,375-51.2% | $6,733-39.3% | $11,429-64.2% |