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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 | $254,319 | $45,152+463.2% | $73,836+244.4% | $59,633+326.5% |
| Participation rate | 100.0% | 64.0%+36.0pp | 73.4%+26.6pp | 68.7%+31.3pp |
| Annual return | -1.70% | 27.40%-29.1pp | 2268.06%-2269.8pp | 2041.45%-2043.2pp |
| Employer contribution / active EE | $20,314 | $1,901+968.4% | $2,787+628.7% | $2,203+822.3% |
| Participant deferral / active EE | $0 | $2,573-100.0% | $3,583-100.0% | $3,192-100.0% |
| Admin fee / account holder | $122,620 | $3,515+3388.9% | $4,882+2411.7% | $4,297+2753.7% |