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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 | $310,518 | $95,975+223.5% | $74,549+316.5% | $135,379+129.4% |
| Participation rate | 94.4% | 75.7%+18.8pp | 69.1%+25.3pp | 82.6%+11.8pp |
| Annual return | -7.80% | 56.96%-64.8pp | 32.53%-40.3pp | 519.79%-527.6pp |
| Employer contribution / active EE | $2,089 | $2,716-23.1% | $1,961+6.5% | $4,779-56.3% |
| Participant deferral / active EE | $0 | $3,844-100.0% | $3,108-100.0% | $5,609-100.0% |
| Admin fee / account holder | $5,842 | $6,522-10.4% | $5,059+15.5% | $10,828-46.0% |