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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 | $711,572 | $158,817+348.0% | $121,205+487.1% | $135,377+425.6% |
| Participation rate | 0.0% | 79.3%-79.3pp | 71.8%-71.8pp | 82.6%-82.6pp |
| Annual return | -8.25% | -0.64%-7.6pp | 16.93%-25.2pp | 519.75%-528.0pp |
| Employer contribution / active EE | $0 | $5,665-100.0% | $4,022-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $0 | $4,005-100.0% | $3,345-100.0% | $5,609-100.0% |
| Admin fee / account holder | $39,889 | $6,512+512.5% | $5,020+694.6% | $10,828+268.4% |