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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 | $565,922 | $67,396+739.7% | $60,919+829.0% | $134,545+320.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -15.21% | 50.12%-65.3pp | 16.96%-32.2pp | 418.37%-433.6pp |
| Employer contribution / active EE | $3,559 | $3,101+14.8% | $2,704+31.6% | $4,742-24.9% |
| Participant deferral / active EE | $13,236 | $4,534+191.9% | $3,814+247.0% | $6,401+106.8% |
| Admin fee / account holder | $72,568 | $4,590+1481.0% | $3,228+2148.3% | $11,431+534.9% |