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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 | $498,519 | $93,124+435.3% | $77,100+546.6% | $134,545+270.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -17.85% | 62.68%-80.5pp | 42.35%-60.2pp | 418.37%-436.2pp |
| Employer contribution / active EE | $14,138 | $3,421+313.2% | $2,815+402.2% | $4,742+198.2% |
| Participant deferral / active EE | $0 | $5,242-100.0% | $4,430-100.0% | $6,401-100.0% |
| Admin fee / account holder | $15,914 | $6,970+128.3% | $5,443+192.3% | $11,431+39.2% |