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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 | $443,469 | $93,124+376.2% | $77,100+475.2% | $134,545+229.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -5.79% | 62.68%-68.5pp | 42.35%-48.1pp | 418.37%-424.2pp |
| Employer contribution / active EE | $11,973 | $3,421+249.9% | $2,815+325.3% | $4,742+152.5% |
| Participant deferral / active EE | $0 | $5,242-100.0% | $4,430-100.0% | $6,401-100.0% |
| Admin fee / account holder | $13,308 | $6,970+90.9% | $5,443+144.5% | $11,431+16.4% |