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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 | $439,694 | $190,879+130.4% | $160,009+174.8% | $134,532+226.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -14.51% | 552.63%-567.1pp | 408.85%-423.4pp | 418.27%-432.8pp |
| Employer contribution / active EE | $19,862 | $4,995+297.6% | $4,225+370.1% | $4,741+318.9% |
| Participant deferral / active EE | $0 | $6,924-100.0% | $6,183-100.0% | $6,401-100.0% |
| Admin fee / account holder | $22,825 | $10,495+117.5% | $8,715+161.9% | $11,429+99.7% |