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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 | $362,489 | $84,628+328.3% | $61,501+489.4% | $134,545+169.4% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -19.20% | 585.61%-604.8pp | 339.04%-358.2pp | 418.37%-437.6pp |
| Employer contribution / active EE | $0 | $1,545-100.0% | $1,160-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $27,000 | $2,819+858.0% | $2,125+1170.8% | $6,401+321.8% |
| Admin fee / account holder | $2,997 | $2,587+15.8% | $2,132+40.6% | $11,431-73.8% |