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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 | $874,725 | $75,962+1051.5% | $154,108+467.6% | $64,173+1263.1% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -5.46% | 30.32%-35.8pp | 735.21%-740.7pp | 7.63%-13.1pp |
| Employer contribution / active EE | $26,450 | $3,350+689.6% | $5,298+399.3% | $2,381+1010.9% |
| Participant deferral / active EE | $17,640 | $3,175+455.7% | $5,081+247.2% | $3,470+408.4% |
| Admin fee / account holder | $64,249 | $5,589+1049.6% | $13,411+379.1% | $4,887+1214.6% |