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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 | $433,944 | $88,603+389.8% | $69,890+520.9% | $134,545+222.5% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | -17.69% | 442.93%-460.6pp | 190.84%-208.5pp | 418.37%-436.1pp |
| Employer contribution / active EE | $9,081 | $3,236+180.6% | $2,560+254.7% | $4,742+91.5% |
| Participant deferral / active EE | $8,904 | $4,771+86.6% | $3,848+131.4% | $6,401+39.1% |
| Admin fee / account holder | $10,326 | $10,443-1.1% | $6,267+64.8% | $11,431-9.7% |