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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 | $306,027 | $92,743+230.0% | $82,744+269.8% | $134,532+127.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -17.03% | 946.63%-963.7pp | 702.22%-719.3pp | 418.27%-435.3pp |
| Employer contribution / active EE | $1,800 | $3,273-45.0% | $3,008-40.2% | $4,741-62.0% |
| Participant deferral / active EE | $26,384 | $4,802+449.5% | $4,395+500.4% | $6,401+312.2% |
| Admin fee / account holder | $705 | $5,977-88.2% | $5,325-86.8% | $11,429-93.8% |