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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 | $332,342 | $95,979+246.3% | $74,551+345.8% | $135,380+145.5% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -5.75% | 56.97%-62.7pp | 32.53%-38.3pp | 519.81%-525.6pp |
| Employer contribution / active EE | $13,405 | $2,716+393.5% | $1,961+583.6% | $4,779+180.5% |
| Participant deferral / active EE | $4,768 | $3,844+24.0% | $3,108+53.4% | $5,609-15.0% |
| Admin fee / account holder | $817 | $6,522-87.5% | $5,059-83.9% | $10,828-92.5% |