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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 | $805,535 | $133,981+501.2% | $112,249+617.6% | $134,532+498.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -6.87% | 47.16%-54.0pp | 27.48%-34.3pp | 418.27%-425.1pp |
| Employer contribution / active EE | $61,000 | $4,040+1410.0% | $3,636+1577.6% | $4,741+1186.6% |
| Participant deferral / active EE | $0 | $5,292-100.0% | $4,729-100.0% | $6,401-100.0% |
| Admin fee / account holder | $1,884 | $7,492-74.9% | $6,412-70.6% | $11,429-83.5% |