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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 | $290,410 | $88,603+227.8% | $69,890+315.5% | $134,545+115.8% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | -17.12% | 442.93%-460.1pp | 190.84%-208.0pp | 418.37%-435.5pp |
| Employer contribution / active EE | $2,162 | $3,236-33.2% | $2,560-15.5% | $4,742-54.4% |
| Participant deferral / active EE | $6,750 | $4,771+41.5% | $3,848+75.4% | $6,401+5.4% |
| Admin fee / account holder | $4,055 | $10,443-61.2% | $6,267-35.3% | $11,431-64.5% |