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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 | $761,825 | $167,353+355.2% | $143,797+429.8% | $134,545+466.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -20.00% | 0.48%-20.5pp | -0.04%-20.0pp | 418.37%-438.4pp |
| Employer contribution / active EE | $19,001 | $5,620+238.1% | $4,952+283.7% | $4,742+300.7% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,401-100.0% |
| Admin fee / account holder | $7,919 | $18,096-56.2% | $14,679-46.1% | $11,431-30.7% |