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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 | $263,479 | $133,981+96.7% | $112,249+134.7% | $134,532+95.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -9.19% | 47.16%-56.3pp | 27.48%-36.7pp | 418.27%-427.5pp |
| Employer contribution / active EE | $12,500 | $4,040+209.4% | $3,636+243.8% | $4,741+163.7% |
| Participant deferral / active EE | $0 | $5,292-100.0% | $4,729-100.0% | $6,401-100.0% |
| Admin fee / account holder | $2,288 | $7,492-69.5% | $6,412-64.3% | $11,429-80.0% |