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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 | $335,569 | $134,001+150.4% | $112,258+198.9% | $134,509+149.5% |
| Participation rate | 93.8% | 78.6%+15.2pp | 75.1%+18.7pp | 81.2%+12.5pp |
| Annual return | -16.18% | 47.15%-63.3pp | 27.47%-43.7pp | 418.13%-434.3pp |
| Employer contribution / active EE | $16,867 | $4,039+317.6% | $3,636+363.9% | $4,741+255.8% |
| Participant deferral / active EE | $0 | $5,291-100.0% | $4,728-100.0% | $6,400-100.0% |
| Admin fee / account holder | $2,505 | $7,491-66.6% | $6,411-60.9% | $11,427-78.1% |