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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 | $728,362 | $133,981+443.6% | $112,249+548.9% | $134,532+441.4% |
| Participation rate | 75.0% | 78.6%-3.6pp | 75.1%-0.1pp | 81.2%-6.2pp |
| Annual return | -13.41% | 47.16%-60.6pp | 27.48%-40.9pp | 418.27%-431.7pp |
| Employer contribution / active EE | $32,010 | $4,040+692.4% | $3,636+780.4% | $4,741+575.2% |
| Participant deferral / active EE | $0 | $5,292-100.0% | $4,729-100.0% | $6,401-100.0% |
| Admin fee / account holder | $29,487 | $7,492+293.6% | $6,412+359.8% | $11,429+158.0% |