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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 | $455,973 | $95,975+375.1% | $74,552+511.6% | $135,382+236.8% |
| Participation rate | 75.0% | 75.7%-0.7pp | 69.1%+5.9pp | 82.6%-7.6pp |
| Annual return | -3.72% | 56.96%-60.7pp | 32.53%-36.3pp | 519.77%-523.5pp |
| Employer contribution / active EE | $7,813 | $2,716+187.6% | $1,961+298.4% | $4,779+63.5% |
| Participant deferral / active EE | $0 | $3,844-100.0% | $3,108-100.0% | $5,609-100.0% |
| Admin fee / account holder | $107,320 | $6,522+1545.6% | $5,060+2021.1% | $10,829+891.1% |