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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 | $372,146 | $95,979+287.7% | $74,551+399.2% | $135,380+174.9% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -7.24% | 56.97%-64.2pp | 32.53%-39.8pp | 519.81%-527.0pp |
| Employer contribution / active EE | $12,094 | $2,716+345.2% | $1,961+516.7% | $4,779+153.1% |
| Participant deferral / active EE | $0 | $3,844-100.0% | $3,108-100.0% | $5,609-100.0% |
| Admin fee / account holder | $5,158 | $6,522-20.9% | $5,059+2.0% | $10,828-52.4% |