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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 | $713,040 | $75,832+840.3% | $147,617+383.0% | $59,633+1095.7% |
| Participation rate | 98.9% | 71.6%+27.3pp | 84.6%+14.3pp | 68.7%+30.2pp |
| Annual return | -1.80% | 0.37%-2.2pp | 61.98%-63.8pp | 2041.45%-2043.2pp |
| Employer contribution / active EE | $33,784 | $3,485+869.5% | $5,564+507.1% | $2,203+1433.8% |
| Participant deferral / active EE | $20,958 | $3,131+569.5% | $4,895+328.1% | $3,192+556.6% |
| Admin fee / account holder | $47,321 | $5,986+690.6% | $11,612+307.5% | $4,297+1001.3% |