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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 | $363,799 | $135,645+168.2% | $110,243+230.0% | $135,380+168.7% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -2.75% | 513.24%-516.0pp | 314.76%-317.5pp | 519.81%-522.6pp |
| Employer contribution / active EE | $7,143 | $4,907+45.6% | $3,827+86.7% | $4,779+49.5% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,672-100.0% | $5,609-100.0% |
| Admin fee / account holder | $19,118 | $11,458+66.9% | $8,548+123.7% | $10,828+76.6% |