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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 | $666,153 | $152,542+336.7% | $117,498+466.9% | $134,509+395.2% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -14.32% | 53.02%-67.3pp | 29.75%-44.1pp | 418.13%-432.5pp |
| Employer contribution / active EE | $25,000 | $5,574+348.5% | $4,178+498.4% | $4,741+427.4% |
| Participant deferral / active EE | $0 | $4,819-100.0% | $4,071-100.0% | $6,400-100.0% |
| Admin fee / account holder | $6,317 | $7,006-9.8% | $5,646+11.9% | $11,427-44.7% |