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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 | $415,483 | $92,766+347.9% | $82,763+402.0% | $134,545+208.8% |
| Participation rate | 85.7% | 75.2%+10.5pp | 72.6%+13.2pp | 81.2%+4.5pp |
| Annual return | -9.90% | 946.97%-956.9pp | 702.45%-712.3pp | 418.37%-428.3pp |
| Employer contribution / active EE | $0 | $3,273-100.0% | $3,008-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $14,929 | $4,802+210.9% | $4,395+239.7% | $6,401+133.2% |
| Admin fee / account holder | $5,000 | $5,978-16.4% | $5,325-6.1% | $11,431-56.3% |