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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 | $651,565 | $81,870+695.9% | $119,634+444.6% | $68,490+851.3% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | 238.29% | -23.82%+262.1pp | -14.98%+253.3pp | -7.85%+246.1pp |
| Employer contribution / active EE | $1,772 | $2,692-34.2% | $4,232-58.1% | $2,597-31.8% |
| Participant deferral / active EE | $0 | $4,148-100.0% | $5,601-100.0% | $4,028-100.0% |
| Admin fee / account holder | $1,192 | $6,583-81.9% | $10,329-88.5% | $5,403-77.9% |