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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 | $355,637 | $93,124+281.9% | $77,100+361.3% | $134,545+164.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -18.90% | 62.68%-81.6pp | 42.35%-61.3pp | 418.37%-437.3pp |
| Employer contribution / active EE | $1,800 | $3,421-47.4% | $2,815-36.1% | $4,742-62.0% |
| Participant deferral / active EE | $0 | $5,242-100.0% | $4,430-100.0% | $6,401-100.0% |
| Admin fee / account holder | $2,332 | $6,970-66.5% | $5,443-57.2% | $11,431-79.6% |