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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 | $567,929 | $75,962+647.7% | $154,108+268.5% | $64,173+785.0% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -6.51% | 30.32%-36.8pp | 735.21%-741.7pp | 7.63%-14.1pp |
| Employer contribution / active EE | $30,346 | $3,350+805.9% | $5,298+472.8% | $2,381+1174.6% |
| Participant deferral / active EE | $18,722 | $3,175+489.7% | $5,081+268.5% | $3,470+439.6% |
| Admin fee / account holder | $63,352 | $5,589+1033.5% | $13,411+372.4% | $4,887+1196.2% |