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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 | $317,033 | $93,117+240.5% | $77,096+311.2% | $134,532+135.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -19.21% | 62.67%-81.9pp | 42.35%-61.6pp | 418.27%-437.5pp |
| Employer contribution / active EE | $19,932 | $3,420+482.8% | $2,814+608.2% | $4,741+320.4% |
| Participant deferral / active EE | $0 | $5,241-100.0% | $4,429-100.0% | $6,401-100.0% |
| Admin fee / account holder | $44,487 | $6,948+540.3% | $5,428+719.5% | $11,429+289.3% |