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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 | $684,637 | $152,597+348.7% | $117,533+482.5% | $134,532+408.9% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -18.11% | 53.04%-71.1pp | 29.77%-47.9pp | 418.27%-436.4pp |
| Employer contribution / active EE | $5,500 | $5,576-1.4% | $4,179+31.6% | $4,741+16.0% |
| Participant deferral / active EE | $0 | $4,821-100.0% | $4,072-100.0% | $6,401-100.0% |
| Admin fee / account holder | $19,573 | $7,007+179.3% | $5,647+246.6% | $11,429+71.3% |