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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 | $517,043 | $152,542+239.0% | $117,498+340.0% | $134,509+284.4% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -17.71% | 53.02%-70.7pp | 29.75%-47.5pp | 418.13%-435.8pp |
| Employer contribution / active EE | $0 | $5,574-100.0% | $4,178-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $24,833 | $4,819+415.3% | $4,071+510.0% | $6,400+288.0% |
| Admin fee / account holder | $14,078 | $7,006+101.0% | $5,646+149.3% | $11,427+23.2% |