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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 | $1,370,390 | $147,727+827.7% | $115,756+1083.9% | $134,545+918.5% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.1%+22.9pp | 81.2%+18.8pp |
| Annual return | -17.93% | 73.96%-91.9pp | 143.14%-161.1pp | 418.37%-436.3pp |
| Employer contribution / active EE | $2,650 | $4,713-43.8% | $3,793-30.1% | $4,742-44.1% |
| Participant deferral / active EE | $43,875 | $7,563+480.1% | $6,254+601.6% | $6,401+585.4% |
| Admin fee / account holder | $190,038 | $14,571+1204.2% | $8,124+2239.1% | $11,431+1562.5% |