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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 | $563,334 | $92,684+507.8% | $82,706+581.1% | $134,509+318.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -3.92% | 945.84%-949.8pp | 701.76%-705.7pp | 418.13%-422.1pp |
| Employer contribution / active EE | $35,910 | $3,272+997.6% | $3,007+1094.0% | $4,741+657.5% |
| Participant deferral / active EE | $24,000 | $4,800+400.0% | $4,394+446.3% | $6,400+275.0% |
| Admin fee / account holder | $6,422 | $5,982+7.3% | $5,329+20.5% | $11,427-43.8% |