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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 | $593,276 | $75,962+681.0% | $154,108+285.0% | $64,173+824.5% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -4.53% | 30.32%-34.9pp | 735.21%-739.7pp | 7.63%-12.2pp |
| Employer contribution / active EE | $30,993 | $3,350+825.2% | $5,298+485.1% | $2,381+1201.8% |
| Participant deferral / active EE | $0 | $3,175-100.0% | $5,081-100.0% | $3,470-100.0% |
| Admin fee / account holder | $33,128 | $5,589+492.7% | $13,411+147.0% | $4,887+577.8% |