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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 | $288,981 | $100,792+186.7% | $86,691+233.3% | $134,509+114.8% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -19.00% | 29.08%-48.1pp | 35.94%-54.9pp | 418.13%-437.1pp |
| Employer contribution / active EE | $15,000 | $3,491+329.7% | $2,837+428.7% | $4,741+216.4% |
| Participant deferral / active EE | $0 | $5,339-100.0% | $4,656-100.0% | $6,400-100.0% |
| Admin fee / account holder | $1,022 | $10,924-90.6% | $7,492-86.4% | $11,427-91.1% |