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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 | $251,497 | $134,001+87.7% | $112,258+124.0% | $134,509+87.0% |
| Participation rate | 82.6% | 78.6%+4.1pp | 75.1%+7.5pp | 81.2%+1.4pp |
| Annual return | -1.45% | 47.15%-48.6pp | 27.47%-28.9pp | 418.13%-419.6pp |
| Employer contribution / active EE | $18,261 | $4,039+352.1% | $3,636+402.3% | $4,741+285.2% |
| Participant deferral / active EE | $0 | $5,291-100.0% | $4,728-100.0% | $6,400-100.0% |
| Admin fee / account holder | $2,263 | $7,491-69.8% | $6,411-64.7% | $11,427-80.2% |