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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 | $731,128 | $95,917+662.3% | $79,583+818.7% | $134,545+443.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -15.71% | -2.70%-13.0pp | 0.16%-15.9pp | 418.37%-434.1pp |
| Employer contribution / active EE | $61,000 | $3,129+1849.4% | $2,414+2427.3% | $4,742+1186.5% |
| Participant deferral / active EE | $0 | $4,694-100.0% | $3,986-100.0% | $6,401-100.0% |
| Admin fee / account holder | $10,333 | $9,132+13.2% | $6,835+51.2% | $11,431-9.6% |