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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 | $470,037 | $75,962+518.8% | $154,108+205.0% | $64,173+632.5% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -1.53% | 30.32%-31.8pp | 735.21%-736.7pp | 7.63%-9.2pp |
| Employer contribution / active EE | $16,287 | $3,350+386.2% | $5,298+207.4% | $2,381+584.1% |
| Participant deferral / active EE | $10,887 | $3,175+242.9% | $5,081+114.3% | $3,470+213.8% |
| Admin fee / account holder | $14,149 | $5,589+153.2% | $13,411+5.5% | $4,887+189.5% |