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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 | $265,817 | $78,694+237.8% | $67,652+292.9% | $125,393+112.0% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | -1.98% | 9.46%-11.4pp | 6625.04%-6627.0pp | 282.23%-284.2pp |
| Employer contribution / active EE | $10,527 | $3,044+245.9% | $2,266+364.7% | $4,866+116.3% |
| Participant deferral / active EE | $0 | $4,292-100.0% | $3,560-100.0% | $5,351-100.0% |
| Admin fee / account holder | $2,502 | $7,403-66.2% | $4,821-48.1% | $9,541-73.8% |