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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 | $273,050 | $142,392+91.8% | $119,622+128.3% | $134,532+103.0% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -18.67% | -12.46%-6.2pp | -14.98%-3.7pp | 418.27%-436.9pp |
| Employer contribution / active EE | $7,950 | $5,224+52.2% | $4,232+87.8% | $4,741+67.7% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,601-100.0% | $6,401-100.0% |
| Admin fee / account holder | $713 | $13,593-94.8% | $10,328-93.1% | $11,429-93.8% |