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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 | $411,647 | $211,946+94.2% | $169,452+142.9% | $135,379+204.1% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -7.70% | 3.26%-11.0pp | 1.83%-9.5pp | 519.79%-527.5pp |
| Employer contribution / active EE | $19,351 | $5,117+278.2% | $4,157+365.5% | $4,779+304.9% |
| Participant deferral / active EE | $0 | $6,075-100.0% | $5,277-100.0% | $5,609-100.0% |
| Admin fee / account holder | $3,682 | $11,472-67.9% | $9,110-59.6% | $10,828-66.0% |