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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 | $560,702 | $92,743+504.6% | $82,744+577.6% | $134,532+316.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -11.29% | 946.63%-957.9pp | 702.22%-713.5pp | 418.27%-429.6pp |
| Employer contribution / active EE | $18,382 | $3,273+461.7% | $3,008+511.1% | $4,741+287.7% |
| Participant deferral / active EE | $0 | $4,802-100.0% | $4,395-100.0% | $6,401-100.0% |
| Admin fee / account holder | $26,029 | $5,977+335.5% | $5,325+388.8% | $11,429+127.8% |