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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 | $792,745 | $75,962+943.6% | $154,108+414.4% | $64,173+1135.3% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -6.00% | 30.32%-36.3pp | 735.21%-741.2pp | 7.63%-13.6pp |
| Employer contribution / active EE | $21,923 | $3,350+554.4% | $5,298+313.8% | $2,381+820.8% |
| Participant deferral / active EE | $11,385 | $3,175+258.6% | $5,081+124.1% | $3,470+228.1% |
| Admin fee / account holder | $20,252 | $5,589+262.4% | $13,411+51.0% | $4,887+314.4% |