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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 | $627,704 | $129,960+383.0% | $104,299+501.8% | $134,545+366.5% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -5.65% | 42.06%-47.7pp | 24.62%-30.3pp | 418.37%-424.0pp |
| Employer contribution / active EE | $9,698 | $4,186+131.7% | $3,373+187.5% | $4,742+104.5% |
| Participant deferral / active EE | $0 | $5,589-100.0% | $4,626-100.0% | $6,401-100.0% |
| Admin fee / account holder | $16,952 | $9,324+81.8% | $7,339+131.0% | $11,431+48.3% |