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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 | $415,107 | $65,555+533.2% | $86,216+381.5% | $75,173+452.2% |
| Participation rate | 84.4% | 60.5%+23.9pp | 69.0%+15.4pp | 67.2%+17.2pp |
| Annual return | 0.00% | 46.07%-46.1pp | 1169.42%-1169.4pp | 160.72%-160.7pp |
| Employer contribution / active EE | $15,290 | $1,553+884.3% | $2,382+542.0% | $2,671+472.5% |
| Participant deferral / active EE | $0 | $3,023-100.0% | $3,986-100.0% | $4,126-100.0% |
| Admin fee / account holder | $12,084 | $5,469+120.9% | $6,853+76.3% | $5,651+113.8% |