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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 | $319,472 | $133,998+138.4% | $112,263+184.6% | $134,545+137.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -6.54% | 47.17%-53.7pp | 27.49%-34.0pp | 418.37%-424.9pp |
| Employer contribution / active EE | $7,857 | $4,040+94.5% | $3,636+116.1% | $4,742+65.7% |
| Participant deferral / active EE | $0 | $5,292-100.0% | $4,729-100.0% | $6,401-100.0% |
| Admin fee / account holder | $4,202 | $7,493-43.9% | $6,410-34.5% | $11,431-63.2% |