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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 | $338,466 | $92,766+264.9% | $82,763+309.0% | $134,545+151.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -14.00% | 946.97%-961.0pp | 702.45%-716.5pp | 418.37%-432.4pp |
| Employer contribution / active EE | $32,699 | $3,273+899.1% | $3,008+987.0% | $4,742+589.6% |
| Participant deferral / active EE | $9,766 | $4,802+103.4% | $4,395+122.2% | $6,401+52.6% |
| Admin fee / account holder | $65,349 | $5,978+993.2% | $5,325+1127.2% | $11,431+471.7% |