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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 | $640,055 | $78,694+713.3% | $67,652+846.1% | $125,389+410.5% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | -1.18% | 9.46%-10.6pp | 6625.40%-6626.6pp | 282.24%-283.4pp |
| Employer contribution / active EE | $29,523 | $3,044+870.0% | $2,266+1203.1% | $4,866+506.7% |
| Participant deferral / active EE | $18,176 | $4,292+323.5% | $3,560+410.6% | $5,352+239.6% |
| Admin fee / account holder | $128,451 | $7,403+1635.1% | $4,821+2564.5% | $9,541+1246.3% |