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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 | $411,620 | $99,647+313.1% | $86,439+376.2% | $134,509+206.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.82% | 6784.13%-6800.0pp | 4395.55%-4411.4pp | 418.13%-434.0pp |
| Employer contribution / active EE | $18,895 | $4,401+329.3% | $3,769+401.4% | $4,741+298.6% |
| Participant deferral / active EE | $11,925 | $7,246+64.6% | $6,952+71.5% | $6,400+86.3% |
| Admin fee / account holder | $1,174 | $8,373-86.0% | $6,732-82.6% | $11,427-89.7% |