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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 | $883,444 | $167,362+427.9% | $143,799+514.4% | $134,532+556.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -12.61% | 0.47%-13.1pp | -0.04%-12.6pp | 418.27%-430.9pp |
| Employer contribution / active EE | $18,543 | $5,620+229.9% | $4,952+274.4% | $4,741+291.1% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,401-100.0% |
| Admin fee / account holder | $36,072 | $18,094+99.4% | $14,677+145.8% | $11,429+215.6% |