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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 | $913,578 | $99,647+816.8% | $86,439+956.9% | $134,509+579.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -4.27% | 6784.13%-6788.4pp | 4395.55%-4399.8pp | 418.13%-422.4pp |
| Employer contribution / active EE | $31,968 | $4,401+626.4% | $3,769+748.2% | $4,741+574.4% |
| Participant deferral / active EE | $0 | $7,246-100.0% | $6,952-100.0% | $6,400-100.0% |
| Admin fee / account holder | $16,638 | $8,373+98.7% | $6,732+147.1% | $11,427+45.6% |