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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 | $442,776 | $93,098+375.6% | $77,081+474.4% | $134,509+229.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -17.24% | 62.63%-79.9pp | 42.33%-59.6pp | 418.13%-435.4pp |
| Employer contribution / active EE | $15,006 | $3,419+338.9% | $2,813+433.4% | $4,741+216.5% |
| Participant deferral / active EE | $0 | $5,239-100.0% | $4,428-100.0% | $6,400-100.0% |
| Admin fee / account holder | $3,376 | $6,945-51.4% | $5,427-37.8% | $11,427-70.5% |