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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 | $404,424 | $135,639+198.2% | $110,241+266.9% | $135,382+198.7% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -7.09% | 513.21%-520.3pp | 314.75%-321.8pp | 519.77%-526.9pp |
| Employer contribution / active EE | $28,667 | $4,907+484.3% | $3,827+649.1% | $4,779+499.9% |
| Participant deferral / active EE | $21,208 | $5,507+285.1% | $4,672+353.9% | $5,609+278.1% |
| Admin fee / account holder | $33,588 | $11,457+193.2% | $8,548+293.0% | $10,829+210.2% |