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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 | $777,631 | $190,879+307.4% | $160,009+386.0% | $134,532+478.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -16.57% | 552.63%-569.2pp | 408.85%-425.4pp | 418.27%-434.8pp |
| Employer contribution / active EE | $32,269 | $4,995+546.0% | $4,225+663.7% | $4,741+580.6% |
| Participant deferral / active EE | $0 | $6,924-100.0% | $6,183-100.0% | $6,401-100.0% |
| Admin fee / account holder | $28,274 | $10,495+169.4% | $8,715+224.4% | $11,429+147.4% |