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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 | $297,325 | $104,106+185.6% | $71,086+318.3% | $135,377+119.6% |
| Participation rate | 100.0% | 65.7%+34.3pp | 54.7%+45.3pp | 82.6%+17.4pp |
| Annual return | -4.73% | 1256.30%-1261.0pp | 650.59%-655.3pp | 519.75%-524.5pp |
| Employer contribution / active EE | $9,615 | $1,485+547.5% | $1,088+784.0% | $4,779+101.2% |
| Participant deferral / active EE | $0 | $2,527-100.0% | $1,874-100.0% | $5,609-100.0% |
| Admin fee / account holder | $12,524 | $4,142+202.4% | $3,082+306.3% | $10,828+15.7% |