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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 | $518,675 | $134,001+287.1% | $112,258+362.0% | $134,509+285.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -13.42% | 47.15%-60.6pp | 27.47%-40.9pp | 418.13%-431.6pp |
| Employer contribution / active EE | $19,065 | $4,039+372.0% | $3,636+424.4% | $4,741+302.2% |
| Participant deferral / active EE | $0 | $5,291-100.0% | $4,728-100.0% | $6,400-100.0% |
| Admin fee / account holder | $5,598 | $7,491-25.3% | $6,411-12.7% | $11,427-51.0% |