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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 | $406,292 | $129,959+212.6% | $104,301+289.5% | $134,532+202.0% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -11.19% | 42.04%-53.2pp | 24.61%-35.8pp | 418.27%-429.5pp |
| Employer contribution / active EE | $4,688 | $4,185+12.0% | $3,373+39.0% | $4,741-1.1% |
| Participant deferral / active EE | $0 | $5,589-100.0% | $4,626-100.0% | $6,401-100.0% |
| Admin fee / account holder | $8,600 | $9,325-7.8% | $7,340+17.2% | $11,429-24.7% |