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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 | $705,137 | $90,607+678.2% | $79,467+787.3% | $135,380+420.9% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -8.74% | 977.74%-986.5pp | 718.30%-727.0pp | 519.81%-528.5pp |
| Employer contribution / active EE | $15,196 | $3,068+395.4% | $2,800+442.7% | $4,779+218.0% |
| Participant deferral / active EE | $9,800 | $4,050+142.0% | $3,704+164.6% | $5,609+74.7% |
| Admin fee / account holder | $3,917 | $5,895-33.6% | $5,104-23.3% | $10,828-63.8% |