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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 | $599,036 | $152,591+292.6% | $117,529+409.7% | $134,545+345.2% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -11.61% | 53.04%-64.7pp | 29.77%-41.4pp | 418.37%-430.0pp |
| Employer contribution / active EE | $1,000 | $5,576-82.1% | $4,179-76.1% | $4,742-78.9% |
| Participant deferral / active EE | $7,585 | $4,821+57.3% | $4,072+86.2% | $6,401+18.5% |
| Admin fee / account holder | $32,608 | $7,004+365.5% | $5,645+477.6% | $11,431+185.3% |