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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 | $742,739 | $99,644+645.4% | $86,438+759.3% | $134,532+452.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.35% | 6787.26%-6805.6pp | 4397.19%-4415.5pp | 418.27%-436.6pp |
| Employer contribution / active EE | $9,909 | $4,402+125.1% | $3,769+162.9% | $4,741+109.0% |
| Participant deferral / active EE | $26,000 | $7,247+258.7% | $6,952+274.0% | $6,401+306.2% |
| Admin fee / account holder | $10,766 | $8,375+28.6% | $6,733+59.9% | $11,429-5.8% |