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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 | $729,590 | $138,076+428.4% | $123,553+490.5% | $135,380+438.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -4.56% | 153.70%-158.3pp | 119.21%-123.8pp | 519.81%-524.4pp |
| Employer contribution / active EE | $3,952 | $5,152-23.3% | $4,628-14.6% | $4,779-17.3% |
| Participant deferral / active EE | $8,002 | $6,800+17.7% | $6,426+24.5% | $5,609+42.7% |
| Admin fee / account holder | $167,964 | $10,917+1438.6% | $9,284+1709.1% | $10,828+1451.2% |