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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 | $734,733 | $142,392+416.0% | $119,622+514.2% | $134,532+446.1% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -9.33% | -12.46%+3.1pp | -14.98%+5.7pp | 418.27%-427.6pp |
| Employer contribution / active EE | $0 | $5,224-100.0% | $4,232-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $32,333 | $6,467+400.0% | $5,601+477.3% | $6,401+405.1% |
| Admin fee / account holder | $75,072 | $13,593+452.3% | $10,328+626.9% | $11,429+556.9% |