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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 | $614,020 | $99,668+516.1% | $86,451+610.2% | $134,545+356.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.63% | 6789.61%-6804.2pp | 4398.51%-4413.1pp | 418.37%-433.0pp |
| Employer contribution / active EE | $29,625 | $4,403+572.9% | $3,770+685.8% | $4,742+524.8% |
| Participant deferral / active EE | $27,000 | $7,249+272.5% | $6,953+288.3% | $6,401+321.8% |
| Admin fee / account holder | $3,220 | $8,377-61.6% | $6,734-52.2% | $11,431-71.8% |