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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 | $981,922 | $158,852+518.1% | $121,220+710.0% | $135,380+625.3% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.8%+28.2pp | 82.6%+17.4pp |
| Annual return | -7.87% | -0.64%-7.2pp | 16.94%-24.8pp | 519.81%-527.7pp |
| Employer contribution / active EE | $24,693 | $5,666+335.8% | $4,023+513.9% | $4,779+416.7% |
| Participant deferral / active EE | $13,450 | $4,006+235.8% | $3,345+302.1% | $5,609+139.8% |
| Admin fee / account holder | $6,837 | $6,515+5.0% | $5,021+36.2% | $10,828-36.9% |