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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 | $763,398 | $142,409+436.1% | $119,634+538.1% | $134,545+467.4% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -18.05% | -12.46%-5.6pp | -14.98%-3.1pp | 418.37%-436.4pp |
| Employer contribution / active EE | $24,220 | $5,224+363.6% | $4,232+472.3% | $4,742+410.8% |
| Participant deferral / active EE | $0 | $6,468-100.0% | $5,601-100.0% | $6,401-100.0% |
| Admin fee / account holder | $31,017 | $13,594+128.2% | $10,329+200.3% | $11,431+171.3% |