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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 | $362,974 | $95,975+278.2% | $74,552+386.9% | $135,382+168.1% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -7.19% | 56.96%-64.2pp | 32.53%-39.7pp | 519.77%-527.0pp |
| Employer contribution / active EE | $19,582 | $2,716+620.9% | $1,961+898.6% | $4,779+309.8% |
| Participant deferral / active EE | $0 | $3,844-100.0% | $3,108-100.0% | $5,609-100.0% |
| Admin fee / account holder | $4,988 | $6,522-23.5% | $5,060-1.4% | $10,829-53.9% |