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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 | $317,349 | $134,001+136.8% | $112,258+182.7% | $134,509+135.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -18.96% | 47.15%-66.1pp | 27.47%-46.4pp | 418.13%-437.1pp |
| Employer contribution / active EE | $6,833 | $4,039+69.1% | $3,636+87.9% | $4,741+44.1% |
| Participant deferral / active EE | $0 | $5,291-100.0% | $4,728-100.0% | $6,400-100.0% |
| Admin fee / account holder | $4,423 | $7,491-41.0% | $6,411-31.0% | $11,427-61.3% |