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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 | $936,828 | $105,853+785.0% | $90,752+932.3% | $134,493+596.6% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -13.64% | -10.99%-2.6pp | -12.16%-1.5pp | 418.01%-431.7pp |
| Employer contribution / active EE | $19,068 | $3,462+450.7% | $2,921+552.7% | $4,740+302.3% |
| Participant deferral / active EE | $0 | $5,216-100.0% | $4,564-100.0% | $6,400-100.0% |
| Admin fee / account holder | $24,825 | $13,938+78.1% | $8,446+193.9% | $11,425+117.3% |