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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 | $877,077 | $75,962+1054.6% | $154,108+469.1% | $64,173+1266.7% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -4.95% | 30.32%-35.3pp | 735.21%-740.2pp | 7.63%-12.6pp |
| Employer contribution / active EE | $31,762 | $3,350+848.2% | $5,298+499.6% | $2,381+1234.1% |
| Participant deferral / active EE | $20,302 | $3,175+539.5% | $5,081+299.6% | $3,470+485.1% |
| Admin fee / account holder | $21,708 | $5,589+288.4% | $13,411+61.9% | $4,887+344.2% |