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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 | $367,342 | $84,628+334.1% | $61,501+497.3% | $134,545+173.0% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -0.09% | 585.61%-585.7pp | 339.04%-339.1pp | 418.37%-418.5pp |
| Employer contribution / active EE | $24,737 | $1,545+1501.3% | $1,160+2033.0% | $4,742+421.7% |
| Participant deferral / active EE | $0 | $2,819-100.0% | $2,125-100.0% | $6,401-100.0% |
| Admin fee / account holder | $28,285 | $2,587+993.2% | $2,132+1227.0% | $11,431+147.5% |