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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 | $573,926 | $190,916+200.6% | $160,037+258.6% | $134,545+326.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -14.11% | 552.79%-566.9pp | 408.95%-423.1pp | 418.37%-432.5pp |
| Employer contribution / active EE | $22,352 | $4,996+347.4% | $4,226+429.0% | $4,742+371.4% |
| Participant deferral / active EE | $4,387 | $6,925-36.6% | $6,184-29.0% | $6,401-31.5% |
| Admin fee / account holder | $1,763 | $10,497-83.2% | $8,716-79.8% | $11,431-84.6% |