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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 | $335,294 | $105,867+216.7% | $90,760+269.4% | $134,532+149.2% |
| Participation rate | 87.5% | 78.3%+9.2pp | 75.7%+11.8pp | 81.2%+6.3pp |
| Annual return | -16.74% | -10.99%-5.7pp | -12.16%-4.6pp | 418.27%-435.0pp |
| Employer contribution / active EE | $6,192 | $3,464+78.8% | $2,922+111.9% | $4,741+30.6% |
| Participant deferral / active EE | $0 | $5,217-100.0% | $4,565-100.0% | $6,401-100.0% |
| Admin fee / account holder | $2,293 | $13,936-83.5% | $8,444-72.8% | $11,429-79.9% |