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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 | $284,561 | $91,536+210.9% | $130,062+118.8% | $75,177+278.5% |
| Participation rate | 100.0% | 71.5%+28.5pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 18.69% | -631.62%+650.3pp | -137.37%+156.1pp | 160.75%-142.1pp |
| Employer contribution / active EE | $9,091 | $2,845+219.5% | $4,322+110.3% | $2,671+240.3% |
| Participant deferral / active EE | $0 | $4,343-100.0% | $5,821-100.0% | $4,126-100.0% |
| Admin fee / account holder | $4,212 | $6,780-37.9% | $10,601-60.3% | $5,651-25.5% |