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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 | $391,855 | $135,639+188.9% | $110,241+255.5% | $135,382+189.4% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -7.19% | 513.21%-520.4pp | 314.75%-321.9pp | 519.77%-527.0pp |
| Employer contribution / active EE | $6,590 | $4,907+34.3% | $3,827+72.2% | $4,779+37.9% |
| Participant deferral / active EE | $23,494 | $5,507+326.6% | $4,672+402.9% | $5,609+318.9% |
| Admin fee / account holder | $24,892 | $11,457+117.3% | $8,548+191.2% | $10,829+129.9% |