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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 | $747,070 | $133,998+457.5% | $112,263+565.5% | $134,545+455.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -8.64% | 47.17%-55.8pp | 27.49%-36.1pp | 418.37%-427.0pp |
| Employer contribution / active EE | $18,333 | $4,040+353.8% | $3,636+404.2% | $4,742+286.7% |
| Participant deferral / active EE | $0 | $5,292-100.0% | $4,729-100.0% | $6,401-100.0% |
| Admin fee / account holder | $5,829 | $7,493-22.2% | $6,410-9.1% | $11,431-49.0% |