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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 | $418,632 | $75,962+451.1% | $154,108+171.6% | $64,173+552.3% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -3.73% | 30.32%-34.1pp | 735.21%-738.9pp | 7.63%-11.4pp |
| Employer contribution / active EE | $9,767 | $3,350+191.5% | $5,298+84.4% | $2,381+310.2% |
| Participant deferral / active EE | $8,285 | $3,175+161.0% | $5,081+63.1% | $3,470+138.8% |
| Admin fee / account holder | $201,073 | $5,589+3497.7% | $13,411+1399.3% | $4,887+4014.1% |