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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 | $683,549 | $82,678+726.8% | $125,391+445.1% | $68,490+898.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -11.83% | -5.97%-5.9pp | 572.41%-584.2pp | -7.85%-4.0pp |
| Employer contribution / active EE | $12,647 | $3,382+273.9% | $4,816+162.6% | $2,597+387.0% |
| Participant deferral / active EE | $10,723 | $6,111+75.5% | $7,448+44.0% | $4,028+166.2% |
| Admin fee / account holder | $29,565 | $6,277+371.0% | $10,009+195.4% | $5,403+447.2% |