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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 | $373,324 | $134,001+178.6% | $112,258+232.6% | $134,509+177.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -9.21% | 47.15%-56.4pp | 27.47%-36.7pp | 418.13%-427.3pp |
| Employer contribution / active EE | $8,333 | $4,039+106.3% | $3,636+129.2% | $4,741+75.8% |
| Participant deferral / active EE | $0 | $5,291-100.0% | $4,728-100.0% | $6,400-100.0% |
| Admin fee / account holder | $11,788 | $7,491+57.4% | $6,411+83.9% | $11,427+3.2% |