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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 | $552,344 | $147,167+275.3% | $111,392+395.9% | $135,380+308.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 78.9%+21.1pp | 82.6%+17.4pp |
| Annual return | -5.93% | -4.44%-1.5pp | -2.06%-3.9pp | 519.81%-525.7pp |
| Employer contribution / active EE | $11,250 | $5,204+116.2% | $4,328+159.9% | $4,779+135.4% |
| Participant deferral / active EE | $0 | $6,565-100.0% | $5,567-100.0% | $5,609-100.0% |
| Admin fee / account holder | $59,898 | $20,270+195.5% | $12,266+388.3% | $10,828+453.2% |