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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 | $455,948 | $99,644+357.6% | $86,438+427.5% | $134,532+238.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -12.67% | 6787.26%-6799.9pp | 4397.19%-4409.9pp | 418.27%-430.9pp |
| Employer contribution / active EE | $11,741 | $4,402+166.7% | $3,769+211.5% | $4,741+147.6% |
| Participant deferral / active EE | $19,731 | $7,247+172.2% | $6,952+183.8% | $6,401+208.2% |
| Admin fee / account holder | $9,841 | $8,375+17.5% | $6,733+46.2% | $11,429-13.9% |