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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 | $873,849 | $129,959+572.4% | $104,301+737.8% | $134,532+549.5% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -8.53% | 42.04%-50.6pp | 24.61%-33.1pp | 418.27%-426.8pp |
| Employer contribution / active EE | $23,420 | $4,185+459.6% | $3,373+594.4% | $4,741+394.0% |
| Participant deferral / active EE | $0 | $5,589-100.0% | $4,626-100.0% | $6,401-100.0% |
| Admin fee / account holder | $33,620 | $9,325+260.5% | $7,340+358.0% | $11,429+194.2% |