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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 | $279,674 | $90,320+209.6% | $59,496+370.1% | $125,389+123.0% |
| Participation rate | 100.0% | 68.3%+31.7pp | 54.6%+45.4pp | 83.2%+16.8pp |
| Annual return | -2.49% | 369.13%-371.6pp | 182.05%-184.5pp | 282.24%-284.7pp |
| Employer contribution / active EE | $22,558 | $1,792+1159.1% | $1,153+1856.5% | $4,866+363.6% |
| Participant deferral / active EE | $11,330 | $2,716+317.1% | $1,829+519.3% | $5,352+111.7% |
| Admin fee / account holder | $4,189 | $3,063+36.8% | $2,232+87.6% | $9,541-56.1% |