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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 | $444,522 | $84,628+425.3% | $61,501+622.8% | $134,545+230.4% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -13.43% | 585.61%-599.0pp | 339.04%-352.5pp | 418.37%-431.8pp |
| Employer contribution / active EE | $23,705 | $1,545+1434.5% | $1,160+1944.1% | $4,742+399.9% |
| Participant deferral / active EE | $10,153 | $2,819+260.2% | $2,125+377.9% | $6,401+58.6% |
| Admin fee / account holder | $4,483 | $2,587+73.3% | $2,132+110.3% | $11,431-60.8% |