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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 | $973,150 | $104,116+834.7% | $71,089+1268.9% | $135,380+618.8% |
| Participation rate | 100.0% | 65.7%+34.3pp | 54.6%+45.4pp | 82.6%+17.4pp |
| Annual return | -4.62% | 1256.51%-1261.1pp | 650.65%-655.3pp | 519.81%-524.4pp |
| Employer contribution / active EE | $5,000 | $1,485+236.7% | $1,088+359.7% | $4,779+4.6% |
| Participant deferral / active EE | $22,500 | $2,524+791.5% | $1,873+1101.6% | $5,609+301.1% |
| Admin fee / account holder | $8,540 | $4,142+106.2% | $3,082+177.0% | $10,828-21.1% |