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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 | $682,046 | $138,076+394.0% | $123,553+452.0% | $135,380+403.8% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | -1.39% | 153.70%-155.1pp | 119.21%-120.6pp | 519.81%-521.2pp |
| Employer contribution / active EE | $17,286 | $5,152+235.5% | $4,628+273.5% | $4,779+261.7% |
| Participant deferral / active EE | $0 | $6,800-100.0% | $6,426-100.0% | $5,609-100.0% |
| Admin fee / account holder | $24,450 | $10,917+124.0% | $9,284+163.3% | $10,828+125.8% |