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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 | $328,278 | $152,527+115.2% | $117,490+179.4% | $134,493+144.1% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -9.66% | 53.00%-62.7pp | 29.75%-39.4pp | 418.01%-427.7pp |
| Employer contribution / active EE | $24,059 | $5,572+331.8% | $4,177+476.0% | $4,740+407.6% |
| Participant deferral / active EE | $0 | $4,818-100.0% | $4,071-100.0% | $6,400-100.0% |
| Admin fee / account holder | $17,851 | $7,005+154.8% | $5,646+216.2% | $11,425+56.2% |