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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 | $720,488 | $75,962+848.5% | $154,108+367.5% | $64,173+1022.7% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -5.81% | 30.32%-36.1pp | 735.21%-741.0pp | 7.63%-13.4pp |
| Employer contribution / active EE | $35,078 | $3,350+947.1% | $5,298+562.2% | $2,381+1373.4% |
| Participant deferral / active EE | $18,808 | $3,175+492.4% | $5,081+270.2% | $3,470+442.1% |
| Admin fee / account holder | $1,316 | $5,589-76.5% | $13,411-90.2% | $4,887-73.1% |