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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 | $635,140 | $92,743+584.8% | $82,744+667.6% | $134,532+372.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -12.11% | 946.63%-958.7pp | 702.22%-714.3pp | 418.27%-430.4pp |
| Employer contribution / active EE | $12,889 | $3,273+293.8% | $3,008+328.5% | $4,741+171.9% |
| Participant deferral / active EE | $6,280 | $4,802+30.8% | $4,395+42.9% | $6,401-1.9% |
| Admin fee / account holder | $1,870 | $5,977-68.7% | $5,325-64.9% | $11,429-83.6% |