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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 | $636,745 | $152,542+317.4% | $117,498+441.9% | $134,509+373.4% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -9.05% | 53.02%-62.1pp | 29.75%-38.8pp | 418.13%-427.2pp |
| Employer contribution / active EE | $61,000 | $5,574+994.4% | $4,178+1360.1% | $4,741+1186.8% |
| Participant deferral / active EE | $0 | $4,819-100.0% | $4,071-100.0% | $6,400-100.0% |
| Admin fee / account holder | $3,434 | $7,006-51.0% | $5,646-39.2% | $11,427-70.0% |