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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 | $754,971 | $138,075+446.8% | $123,552+511.1% | $135,379+457.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -4.48% | 153.70%-158.2pp | 119.20%-123.7pp | 519.79%-524.3pp |
| Employer contribution / active EE | $28,130 | $5,152+446.0% | $4,628+507.8% | $4,779+488.6% |
| Participant deferral / active EE | $0 | $6,800-100.0% | $6,426-100.0% | $5,609-100.0% |
| Admin fee / account holder | $9,722 | $10,917-10.9% | $9,285+4.7% | $10,828-10.2% |