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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 | $269,858 | $99,644+170.8% | $86,438+212.2% | $134,532+100.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.31% | 6787.26%-6803.6pp | 4397.19%-4413.5pp | 418.27%-434.6pp |
| Employer contribution / active EE | $25,448 | $4,402+478.1% | $3,769+575.1% | $4,741+436.8% |
| Participant deferral / active EE | $0 | $7,247-100.0% | $6,952-100.0% | $6,401-100.0% |
| Admin fee / account holder | $3,329 | $8,375-60.3% | $6,733-50.6% | $11,429-70.9% |