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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 | $257,747 | $133,981+92.4% | $112,249+129.6% | $134,532+91.6% |
| Participation rate | 90.0% | 78.6%+11.4pp | 75.1%+14.9pp | 81.2%+8.8pp |
| Annual return | -20.09% | 47.16%-67.2pp | 27.48%-47.6pp | 418.27%-438.4pp |
| Employer contribution / active EE | $2,472 | $4,040-38.8% | $3,636-32.0% | $4,741-47.9% |
| Participant deferral / active EE | $2,953 | $5,292-44.2% | $4,729-37.6% | $6,401-53.9% |
| Admin fee / account holder | $19,181 | $7,492+156.0% | $6,412+199.1% | $11,429+67.8% |