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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 | $446,017 | $99,644+347.6% | $86,438+416.0% | $134,532+231.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.17% | 6787.26%-6804.4pp | 4397.19%-4414.4pp | 418.27%-435.4pp |
| Employer contribution / active EE | $25,821 | $4,402+486.6% | $3,769+585.0% | $4,741+444.6% |
| Participant deferral / active EE | $4,875 | $7,247-32.7% | $6,952-29.9% | $6,401-23.8% |
| Admin fee / account holder | $52,362 | $8,375+525.2% | $6,733+677.7% | $11,429+358.2% |