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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 | $451,814 | $100,805+348.2% | $86,698+421.1% | $134,532+235.8% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -9.27% | 29.09%-38.4pp | 35.95%-45.2pp | 418.27%-427.5pp |
| Employer contribution / active EE | $7,500 | $3,490+114.9% | $2,837+164.4% | $4,741+58.2% |
| Participant deferral / active EE | $0 | $5,339-100.0% | $4,656-100.0% | $6,401-100.0% |
| Admin fee / account holder | $20,183 | $10,925+84.7% | $7,493+169.4% | $11,429+76.6% |