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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 | $152,591+115.1% | $117,529+179.3% | $134,545+144.0% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -9.66% | 53.04%-62.7pp | 29.77%-39.4pp | 418.37%-428.0pp |
| Employer contribution / active EE | $24,059 | $5,576+331.5% | $4,179+475.7% | $4,742+407.4% |
| Participant deferral / active EE | $0 | $4,821-100.0% | $4,072-100.0% | $6,401-100.0% |
| Admin fee / account holder | $17,851 | $7,004+154.9% | $5,645+216.2% | $11,431+56.2% |