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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 | $558,955 | $158,852+251.9% | $121,220+361.1% | $135,380+312.9% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.8%+28.2pp | 82.6%+17.4pp |
| Annual return | -3.23% | -0.64%-2.6pp | 16.94%-20.2pp | 519.81%-523.0pp |
| Employer contribution / active EE | $22,082 | $5,666+289.7% | $4,023+449.0% | $4,779+362.1% |
| Participant deferral / active EE | $0 | $4,006-100.0% | $3,345-100.0% | $5,609-100.0% |
| Admin fee / account holder | $19,482 | $6,515+199.1% | $5,021+288.0% | $10,828+79.9% |