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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 | $535,787 | $75,962+605.3% | $154,111+247.7% | $64,173+734.9% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -6.35% | 30.32%-36.7pp | 735.18%-741.5pp | 7.63%-14.0pp |
| Employer contribution / active EE | $30,495 | $3,350+810.3% | $5,298+475.6% | $2,381+1180.9% |
| Participant deferral / active EE | $20,395 | $3,175+542.4% | $5,081+301.4% | $3,470+487.8% |
| Admin fee / account holder | $1,421 | $5,589-74.6% | $13,411-89.4% | $4,887-70.9% |