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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 | $413,917 | $99,644+315.4% | $86,438+378.9% | $134,532+207.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.37% | 6787.26%-6801.6pp | 4397.19%-4411.6pp | 418.27%-432.6pp |
| Employer contribution / active EE | $4,956 | $4,402+12.6% | $3,769+31.5% | $4,741+4.5% |
| Participant deferral / active EE | $4,956 | $7,247-31.6% | $6,952-28.7% | $6,401-22.6% |
| Admin fee / account holder | $95,693 | $8,375+1042.7% | $6,733+1321.2% | $11,429+737.3% |