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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 | $333,732 | $175,646+90.0% | $129,118+158.5% | $134,532+148.1% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.2%+22.8pp | 81.2%+18.8pp |
| Annual return | -13.92% | -11.39%-2.5pp | -10.94%-3.0pp | 418.27%-432.2pp |
| Employer contribution / active EE | $10,316 | $6,355+62.3% | $5,051+104.2% | $4,741+117.6% |
| Participant deferral / active EE | $0 | $7,970-100.0% | $6,539-100.0% | $6,401-100.0% |
| Admin fee / account holder | $75,794 | $23,578+221.5% | $14,305+429.9% | $11,429+563.2% |