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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 | $259,335 | $142,409+82.1% | $119,634+116.8% | $134,545+92.8% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -19.31% | -12.46%-6.9pp | -14.98%-4.3pp | 418.37%-437.7pp |
| Employer contribution / active EE | $35,485 | $5,224+579.2% | $4,232+738.4% | $4,742+648.4% |
| Participant deferral / active EE | $9,000 | $6,468+39.1% | $5,601+60.7% | $6,401+40.6% |
| Admin fee / account holder | $2,277 | $13,594-83.3% | $10,329-78.0% | $11,431-80.1% |