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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 | $699,349 | $152,597+358.3% | $117,533+495.0% | $134,532+419.8% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -16.45% | 53.04%-69.5pp | 29.77%-46.2pp | 418.27%-434.7pp |
| Employer contribution / active EE | $28,014 | $5,576+402.4% | $4,179+570.3% | $4,741+490.9% |
| Participant deferral / active EE | $17,430 | $4,821+261.5% | $4,072+328.0% | $6,401+172.3% |
| Admin fee / account holder | $4,642 | $7,007-33.7% | $5,647-17.8% | $11,429-59.4% |