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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 | $318,639 | $82,314+287.1% | $68,808+363.1% | $134,532+136.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -16.72% | -2.18%-14.5pp | -6.37%-10.4pp | 418.27%-435.0pp |
| Employer contribution / active EE | $7,422 | $3,301+124.8% | $2,656+179.5% | $4,741+56.5% |
| Participant deferral / active EE | $0 | $4,740-100.0% | $3,942-100.0% | $6,401-100.0% |
| Admin fee / account holder | $14,900 | $6,484+129.8% | $4,936+201.9% | $11,429+30.4% |