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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 | $371,309 | $99,644+272.6% | $86,438+329.6% | $134,532+176.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.33% | 6787.26%-6802.6pp | 4397.19%-4412.5pp | 418.27%-433.6pp |
| Employer contribution / active EE | $10,140 | $4,402+130.3% | $3,769+169.0% | $4,741+113.9% |
| Participant deferral / active EE | $8,689 | $7,247+19.9% | $6,952+25.0% | $6,401+35.8% |
| Admin fee / account holder | $36,855 | $8,375+340.1% | $6,733+447.4% | $11,429+222.5% |