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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 | $394,221 | $95,979+310.7% | $74,551+428.8% | $135,380+191.2% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | 1.43% | 56.97%-55.5pp | 32.53%-31.1pp | 519.81%-518.4pp |
| Employer contribution / active EE | $17,132 | $2,716+530.7% | $1,961+773.6% | $4,779+258.5% |
| Participant deferral / active EE | $0 | $3,844-100.0% | $3,108-100.0% | $5,609-100.0% |
| Admin fee / account holder | $12,303 | $6,522+88.6% | $5,059+143.2% | $10,828+13.6% |