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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 | $532,333 | $91,525+481.6% | $130,026+309.4% | $75,181+608.1% |
| Participation rate | 100.0% | 71.4%+28.6pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 31.23% | -631.40%+662.6pp | -137.26%+168.5pp | 160.69%-129.5pp |
| Employer contribution / active EE | $13,944 | $2,844+390.3% | $4,321+222.7% | $2,671+422.2% |
| Participant deferral / active EE | $0 | $4,342-100.0% | $5,821-100.0% | $4,126-100.0% |
| Admin fee / account holder | $5,902 | $6,778-12.9% | $10,608-44.4% | $5,650+4.5% |