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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 | $563,686 | $78,694+616.3% | $67,652+733.2% | $125,389+349.5% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | -0.02% | 9.46%-9.5pp | 6625.40%-6625.4pp | 282.24%-282.3pp |
| Employer contribution / active EE | $8,822 | $3,044+189.8% | $2,266+289.4% | $4,866+81.3% |
| Participant deferral / active EE | $0 | $4,292-100.0% | $3,560-100.0% | $5,352-100.0% |
| Admin fee / account holder | $108,814 | $7,403+1369.9% | $4,821+2157.2% | $9,541+1040.5% |