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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 | $700,210 | $92,766+654.8% | $82,763+746.0% | $134,545+420.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -13.94% | 946.97%-960.9pp | 702.45%-716.4pp | 418.37%-432.3pp |
| Employer contribution / active EE | $10,711 | $3,273+227.3% | $3,008+256.1% | $4,742+125.9% |
| Participant deferral / active EE | $0 | $4,802-100.0% | $4,395-100.0% | $6,401-100.0% |
| Admin fee / account holder | $9,492 | $5,978+58.8% | $5,325+78.3% | $11,431-17.0% |