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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 | $630,657 | $135,645+364.9% | $110,243+472.1% | $135,380+365.8% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -6.85% | 513.24%-520.1pp | 314.76%-321.6pp | 519.81%-526.7pp |
| Employer contribution / active EE | $1,586 | $4,907-67.7% | $3,827-58.6% | $4,779-66.8% |
| Participant deferral / active EE | $5,365 | $5,507-2.6% | $4,672+14.8% | $5,609-4.4% |
| Admin fee / account holder | $30,026 | $11,458+162.1% | $8,548+251.3% | $10,828+177.3% |