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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 | $270,562 | $67,352+301.7% | $60,899+344.3% | $134,509+101.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -15.07% | 49.99%-65.1pp | 16.92%-32.0pp | 418.13%-433.2pp |
| Employer contribution / active EE | $13,050 | $3,098+321.3% | $2,702+382.9% | $4,741+175.3% |
| Participant deferral / active EE | $0 | $4,539-100.0% | $3,817-100.0% | $6,400-100.0% |
| Admin fee / account holder | $3,360 | $4,585-26.7% | $3,225+4.2% | $11,427-70.6% |