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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 | $295,026 | $134,001+120.2% | $112,258+162.8% | $134,509+119.3% |
| Participation rate | 90.9% | 78.6%+12.4pp | 75.1%+15.8pp | 81.2%+9.7pp |
| Annual return | -19.36% | 47.15%-66.5pp | 27.47%-46.8pp | 418.13%-437.5pp |
| Employer contribution / active EE | $14,401 | $4,039+256.5% | $3,636+296.1% | $4,741+203.8% |
| Participant deferral / active EE | $0 | $5,291-100.0% | $4,728-100.0% | $6,400-100.0% |
| Admin fee / account holder | $24,333 | $7,491+224.8% | $6,411+279.5% | $11,427+113.0% |