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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 | $365,114 | $135,645+169.2% | $110,243+231.2% | $135,380+169.7% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -2.99% | 513.24%-516.2pp | 314.76%-317.7pp | 519.81%-522.8pp |
| Employer contribution / active EE | $25,564 | $4,907+421.0% | $3,827+568.1% | $4,779+434.9% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,672-100.0% | $5,609-100.0% |
| Admin fee / account holder | $1,205 | $11,458-89.5% | $8,548-85.9% | $10,828-88.9% |