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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 | $324,107 | $175,646+84.5% | $129,118+151.0% | $134,545+140.9% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.2%+22.8pp | 81.2%+18.8pp |
| Annual return | -16.75% | -11.39%-5.4pp | -10.94%-5.8pp | 418.37%-435.1pp |
| Employer contribution / active EE | $19,699 | $6,355+210.0% | $5,051+290.0% | $4,742+315.4% |
| Participant deferral / active EE | $11,487 | $7,970+44.1% | $6,539+75.7% | $6,401+79.4% |
| Admin fee / account holder | $65,496 | $23,578+177.8% | $14,305+357.9% | $11,431+473.0% |