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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 | $530,731 | $93,117+470.0% | $77,096+588.4% | $134,532+294.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -9.48% | 62.67%-72.1pp | 42.35%-51.8pp | 418.27%-427.7pp |
| Employer contribution / active EE | $12,349 | $3,420+261.1% | $2,814+338.8% | $4,741+160.5% |
| Participant deferral / active EE | $27,000 | $5,241+415.1% | $4,429+509.6% | $6,401+321.8% |
| Admin fee / account holder | $95,935 | $6,948+1280.8% | $5,428+1667.2% | $11,429+739.4% |