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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 | $333,063 | $75,962+338.5% | $154,108+116.1% | $64,173+419.0% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -6.36% | 30.32%-36.7pp | 735.21%-741.6pp | 7.63%-14.0pp |
| Employer contribution / active EE | $20,524 | $3,350+512.7% | $5,298+287.4% | $2,381+762.1% |
| Participant deferral / active EE | $12,305 | $3,175+287.6% | $5,081+142.2% | $3,470+254.6% |
| Admin fee / account holder | $8,431 | $5,589+50.8% | $13,411-37.1% | $4,887+72.5% |