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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 | $754,081 | $100,772+648.3% | $86,690+769.9% | $134,493+460.7% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -16.88% | 29.06%-45.9pp | 35.93%-52.8pp | 418.01%-434.9pp |
| Employer contribution / active EE | $4,100 | $3,490+17.5% | $2,837+44.5% | $4,740-13.5% |
| Participant deferral / active EE | $0 | $5,338-100.0% | $4,656-100.0% | $6,400-100.0% |
| Admin fee / account holder | $43,246 | $10,920+296.0% | $7,490+477.4% | $11,425+278.5% |