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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 | $909,443 | $133,981+578.8% | $112,249+710.2% | $134,532+576.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -10.05% | 47.16%-57.2pp | 27.48%-37.5pp | 418.27%-428.3pp |
| Employer contribution / active EE | $26,729 | $4,040+561.7% | $3,636+635.1% | $4,741+463.8% |
| Participant deferral / active EE | $0 | $5,292-100.0% | $4,729-100.0% | $6,401-100.0% |
| Admin fee / account holder | $18,149 | $7,492+142.2% | $6,412+183.0% | $11,429+58.8% |