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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 | $505,559 | $133,983+277.3% | $112,244+350.4% | $134,493+275.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -0.34% | 47.13%-47.5pp | 27.46%-27.8pp | 418.01%-418.4pp |
| Employer contribution / active EE | $17,107 | $4,039+323.6% | $3,635+370.6% | $4,740+260.9% |
| Participant deferral / active EE | $0 | $5,291-100.0% | $4,728-100.0% | $6,400-100.0% |
| Admin fee / account holder | $28,661 | $7,490+282.7% | $6,411+347.1% | $11,425+150.9% |