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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 | $515,666 | $152,597+237.9% | $117,533+338.7% | $134,532+283.3% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -14.12% | 53.04%-67.2pp | 29.77%-43.9pp | 418.27%-432.4pp |
| Employer contribution / active EE | $25,897 | $5,576+364.4% | $4,179+519.6% | $4,741+446.2% |
| Participant deferral / active EE | $10,816 | $4,821+124.4% | $4,072+165.6% | $6,401+69.0% |
| Admin fee / account holder | $2,439 | $7,007-65.2% | $5,647-56.8% | $11,429-78.7% |