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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 | $435,111 | $75,962+472.8% | $154,111+182.3% | $64,173+578.0% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -6.17% | 30.32%-36.5pp | 735.18%-741.4pp | 7.63%-13.8pp |
| Employer contribution / active EE | $18,430 | $3,350+450.2% | $5,298+247.9% | $2,381+674.1% |
| Participant deferral / active EE | $0 | $3,175-100.0% | $5,081-100.0% | $3,470-100.0% |
| Admin fee / account holder | $595 | $5,589-89.4% | $13,411-95.6% | $4,887-87.8% |