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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 | $301,808 | $95,188+217.1% | $76,518+294.4% | $135,379+122.9% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -7.38% | 4.85%-12.2pp | -0.27%-7.1pp | 519.79%-527.2pp |
| Employer contribution / active EE | $39,023 | $3,303+1081.6% | $2,647+1374.1% | $4,779+716.6% |
| Participant deferral / active EE | $0 | $4,640-100.0% | $3,836-100.0% | $5,609-100.0% |
| Admin fee / account holder | $1,227 | $6,249-80.4% | $4,849-74.7% | $10,828-88.7% |