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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 | $611,416 | $99,668+513.5% | $86,451+607.2% | $134,545+354.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.71% | 6789.61%-6807.3pp | 4398.51%-4416.2pp | 418.37%-436.1pp |
| Employer contribution / active EE | $16,182 | $4,403+267.5% | $3,770+329.2% | $4,742+241.3% |
| Participant deferral / active EE | $18,182 | $7,249+150.8% | $6,953+161.5% | $6,401+184.0% |
| Admin fee / account holder | $9,568 | $8,377+14.2% | $6,734+42.1% | $11,431-16.3% |