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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 | $388,592 | $93,124+317.3% | $77,100+404.0% | $134,545+188.8% |
| Participation rate | 94.1% | 74.5%+19.6pp | 67.9%+26.2pp | 81.2%+12.9pp |
| Annual return | -9.67% | 62.68%-72.4pp | 42.35%-52.0pp | 418.37%-428.0pp |
| Employer contribution / active EE | $22,949 | $3,421+570.8% | $2,815+715.3% | $4,742+384.0% |
| Participant deferral / active EE | $0 | $5,242-100.0% | $4,430-100.0% | $6,401-100.0% |
| Admin fee / account holder | $5,696 | $6,970-18.3% | $5,443+4.6% | $11,431-50.2% |