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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 | $380,502 | $100,805+277.5% | $86,698+338.9% | $134,532+182.8% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -13.51% | 29.09%-42.6pp | 35.95%-49.5pp | 418.27%-431.8pp |
| Employer contribution / active EE | $17,866 | $3,490+411.9% | $2,837+529.8% | $4,741+276.8% |
| Participant deferral / active EE | $0 | $5,339-100.0% | $4,656-100.0% | $6,401-100.0% |
| Admin fee / account holder | $12,616 | $10,925+15.5% | $7,493+68.4% | $11,429+10.4% |