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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 | $450,696 | $134,001+236.3% | $112,258+301.5% | $134,509+235.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -9.28% | 47.15%-56.4pp | 27.47%-36.8pp | 418.13%-427.4pp |
| Employer contribution / active EE | $3,000 | $4,039-25.7% | $3,636-17.5% | $4,741-36.7% |
| Participant deferral / active EE | $0 | $5,291-100.0% | $4,728-100.0% | $6,400-100.0% |
| Admin fee / account holder | $24,500 | $7,491+227.1% | $6,411+282.1% | $11,427+114.4% |