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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 | $320,431 | $142,392+125.0% | $119,622+167.9% | $134,532+138.2% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -17.67% | -12.46%-5.2pp | -14.98%-2.7pp | 418.27%-435.9pp |
| Employer contribution / active EE | $19,428 | $5,224+271.9% | $4,232+359.0% | $4,741+309.8% |
| Participant deferral / active EE | $10,634 | $6,467+64.4% | $5,601+89.9% | $6,401+66.1% |
| Admin fee / account holder | $3,902 | $13,593-71.3% | $10,328-62.2% | $11,429-65.9% |