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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 | $382,571 | $93,098+310.9% | $77,081+396.3% | $134,509+184.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -4.98% | 62.63%-67.6pp | 42.33%-47.3pp | 418.13%-423.1pp |
| Employer contribution / active EE | $42,281 | $3,419+1136.6% | $2,813+1402.8% | $4,741+791.9% |
| Participant deferral / active EE | $3,750 | $5,239-28.4% | $4,428-15.3% | $6,400-41.4% |
| Admin fee / account holder | $1,336 | $6,945-80.8% | $5,427-75.4% | $11,427-88.3% |