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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 | $377,697 | $93,117+305.6% | $77,096+389.9% | $134,532+180.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -1.47% | 62.67%-64.1pp | 42.35%-43.8pp | 418.27%-419.7pp |
| Employer contribution / active EE | $20,700 | $3,420+505.2% | $2,814+635.5% | $4,741+336.6% |
| Participant deferral / active EE | $8,967 | $5,241+71.1% | $4,429+102.4% | $6,401+40.1% |
| Admin fee / account holder | $21,873 | $6,948+214.8% | $5,428+302.9% | $11,429+91.4% |