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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 | $332,258 | $106,551+211.8% | $91,225+264.2% | $134,532+147.0% |
| Participation rate | 85.7% | 76.8%+8.9pp | 73.2%+12.5pp | 81.2%+4.5pp |
| Annual return | -7.86% | 160.78%-168.6pp | 114.12%-122.0pp | 418.27%-426.1pp |
| Employer contribution / active EE | $22,850 | $3,331+585.9% | $2,851+701.5% | $4,741+382.0% |
| Participant deferral / active EE | $0 | $4,718-100.0% | $4,233-100.0% | $6,401-100.0% |
| Admin fee / account holder | $20,753 | $6,234+232.9% | $5,422+282.7% | $11,429+81.6% |