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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 | $574,393 | $180,466+218.3% | $154,114+272.7% | $135,382+324.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -5.77% | 888.15%-893.9pp | 735.16%-740.9pp | 519.77%-525.5pp |
| Employer contribution / active EE | $19,125 | $6,035+216.9% | $5,298+261.0% | $4,779+300.2% |
| Participant deferral / active EE | $0 | $5,806-100.0% | $5,081-100.0% | $5,609-100.0% |
| Admin fee / account holder | $2,761 | $16,144-82.9% | $13,411-79.4% | $10,829-74.5% |