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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 | $315,110 | $133,998+135.2% | $112,263+180.7% | $134,545+134.2% |
| Participation rate | 95.5% | 78.6%+16.9pp | 75.1%+20.4pp | 81.2%+14.2pp |
| Annual return | -17.31% | 47.17%-64.5pp | 27.49%-44.8pp | 418.37%-435.7pp |
| Employer contribution / active EE | $14,424 | $4,040+257.0% | $3,636+296.7% | $4,742+204.2% |
| Participant deferral / active EE | $0 | $5,292-100.0% | $4,729-100.0% | $6,401-100.0% |
| Admin fee / account holder | $72,418 | $7,493+866.5% | $6,410+1029.7% | $11,431+533.5% |