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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 | $363,103 | $95,915+278.6% | $79,580+356.3% | $134,532+169.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -19.41% | -2.71%-16.7pp | 0.15%-19.6pp | 418.27%-437.7pp |
| Employer contribution / active EE | $12,500 | $3,129+299.5% | $2,413+417.9% | $4,741+163.7% |
| Participant deferral / active EE | $0 | $4,693-100.0% | $3,985-100.0% | $6,401-100.0% |
| Admin fee / account holder | $15,848 | $9,132+73.6% | $6,835+131.9% | $11,429+38.7% |