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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 | $342,157 | $134,001+155.3% | $112,258+204.8% | $134,509+154.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -8.54% | 47.15%-55.7pp | 27.47%-36.0pp | 418.13%-426.7pp |
| Employer contribution / active EE | $24,897 | $4,039+516.4% | $3,636+584.8% | $4,741+425.2% |
| Participant deferral / active EE | $0 | $5,291-100.0% | $4,728-100.0% | $6,400-100.0% |
| Admin fee / account holder | $2,788 | $7,491-62.8% | $6,411-56.5% | $11,427-75.6% |