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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 | $443,482 | $97,729+353.8% | $83,830+429.0% | $135,379+227.6% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -8.10% | 1287.52%-1295.6pp | 850.97%-859.1pp | 519.79%-527.9pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,631-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $7,469 | $4,683+59.5% | $4,082+83.0% | $5,609+33.2% |
| Admin fee / account holder | $3,097 | $6,674-53.6% | $5,479-43.5% | $10,828-71.4% |