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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 | $321,514 | $129,959+147.4% | $104,301+208.3% | $134,509+139.0% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -7.61% | 42.04%-49.7pp | 24.61%-32.2pp | 418.13%-425.7pp |
| Employer contribution / active EE | $10,709 | $4,185+155.8% | $3,373+217.5% | $4,741+125.9% |
| Participant deferral / active EE | $0 | $5,589-100.0% | $4,626-100.0% | $6,400-100.0% |
| Admin fee / account holder | $769,358 | $9,325+8150.6% | $7,340+10381.0% | $11,427+6633.0% |