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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 | $562,683 | $97,729+475.8% | $83,830+571.2% | $135,379+315.6% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -5.64% | 1287.52%-1293.2pp | 850.97%-856.6pp | 519.79%-525.4pp |
| Employer contribution / active EE | $29,100 | $4,222+589.3% | $3,631+701.4% | $4,779+508.9% |
| Participant deferral / active EE | $3,598 | $4,683-23.2% | $4,082-11.8% | $5,609-35.8% |
| Admin fee / account holder | $22,137 | $6,674+231.7% | $5,479+304.1% | $10,828+104.4% |