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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 | $307,169 | $95,979+220.0% | $74,551+312.0% | $135,380+126.9% |
| Participation rate | 88.9% | 75.7%+13.2pp | 69.1%+19.7pp | 82.6%+6.2pp |
| Annual return | -3.95% | 56.97%-60.9pp | 32.53%-36.5pp | 519.81%-523.8pp |
| Employer contribution / active EE | $8,680 | $2,716+219.6% | $1,961+342.6% | $4,779+81.6% |
| Participant deferral / active EE | $0 | $3,844-100.0% | $3,108-100.0% | $5,609-100.0% |
| Admin fee / account holder | $1,627 | $6,522-75.1% | $5,059-67.8% | $10,828-85.0% |