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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 | $400,507 | $90,607+342.0% | $79,467+404.0% | $135,380+195.8% |
| Participation rate | 75.0% | 76.0%-1.0pp | 73.3%+1.7pp | 82.6%-7.6pp |
| Annual return | -8.76% | 977.74%-986.5pp | 718.30%-727.1pp | 519.81%-528.6pp |
| Employer contribution / active EE | $3,204 | $3,068+4.4% | $2,800+14.4% | $4,779-33.0% |
| Participant deferral / active EE | $14,000 | $4,050+245.6% | $3,704+278.0% | $5,609+149.6% |
| Admin fee / account holder | $28,977 | $5,895+391.5% | $5,104+467.7% | $10,828+167.6% |