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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 | $331,740 | $95,979+245.6% | $74,551+345.0% | $135,380+145.0% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -2.96% | 56.97%-59.9pp | 32.53%-35.5pp | 519.81%-522.8pp |
| Employer contribution / active EE | $16,923 | $2,716+523.0% | $1,961+763.0% | $4,779+254.1% |
| Participant deferral / active EE | $0 | $3,844-100.0% | $3,108-100.0% | $5,609-100.0% |
| Admin fee / account holder | $4,691 | $6,522-28.1% | $5,059-7.3% | $10,828-56.7% |