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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 | $774,615 | $135,645+471.1% | $110,243+602.6% | $135,380+472.2% |
| Participation rate | 71.4% | 83.5%-12.0pp | 79.8%-8.4pp | 82.6%-11.2pp |
| Annual return | -3.76% | 513.24%-517.0pp | 314.76%-318.5pp | 519.81%-523.6pp |
| Employer contribution / active EE | $25,735 | $4,907+424.5% | $3,827+572.5% | $4,779+438.5% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,672-100.0% | $5,609-100.0% |
| Admin fee / account holder | $46,637 | $11,458+307.0% | $8,548+445.6% | $10,828+330.7% |