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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 | $641,946 | $190,879+236.3% | $160,009+301.2% | $134,532+377.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -17.14% | 552.63%-569.8pp | 408.85%-426.0pp | 418.27%-435.4pp |
| Employer contribution / active EE | $27,000 | $4,995+440.5% | $4,225+539.0% | $4,741+469.5% |
| Participant deferral / active EE | $0 | $6,924-100.0% | $6,183-100.0% | $6,401-100.0% |
| Admin fee / account holder | $2,197 | $10,495-79.1% | $8,715-74.8% | $11,429-80.8% |