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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 | $672,539 | $105,866+535.3% | $90,766+641.0% | $134,545+399.9% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -14.04% | -10.99%-3.0pp | -12.16%-1.9pp | 418.37%-432.4pp |
| Employer contribution / active EE | $9,375 | $3,464+170.7% | $2,922+220.9% | $4,742+97.7% |
| Participant deferral / active EE | $0 | $5,217-100.0% | $4,565-100.0% | $6,401-100.0% |
| Admin fee / account holder | $157,505 | $13,938+1030.1% | $8,446+1764.9% | $11,431+1277.9% |