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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 | $254,702 | $93,124+173.5% | $77,100+230.4% | $134,545+89.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -16.89% | 62.68%-79.6pp | 42.35%-59.2pp | 418.37%-435.3pp |
| Employer contribution / active EE | $30,056 | $3,421+778.5% | $2,815+967.7% | $4,742+533.9% |
| Participant deferral / active EE | $0 | $5,242-100.0% | $4,430-100.0% | $6,401-100.0% |
| Admin fee / account holder | $744 | $6,970-89.3% | $5,443-86.3% | $11,431-93.5% |