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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 | $417,319 | $92,743+350.0% | $82,744+404.4% | $134,532+210.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -13.57% | 946.63%-960.2pp | 702.22%-715.8pp | 418.27%-431.8pp |
| Employer contribution / active EE | $8,491 | $3,273+159.4% | $3,008+182.3% | $4,741+79.1% |
| Participant deferral / active EE | $20,227 | $4,802+321.3% | $4,395+360.3% | $6,401+216.0% |
| Admin fee / account holder | $956 | $5,977-84.0% | $5,325-82.0% | $11,429-91.6% |