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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 | $333,813 | $92,743+259.9% | $82,744+303.4% | $134,532+148.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -16.63% | 946.63%-963.3pp | 702.22%-718.8pp | 418.27%-434.9pp |
| Employer contribution / active EE | $7,625 | $3,273+133.0% | $3,008+153.5% | $4,741+60.8% |
| Participant deferral / active EE | $0 | $4,802-100.0% | $4,395-100.0% | $6,401-100.0% |
| Admin fee / account holder | $45,663 | $5,977+663.9% | $5,325+757.6% | $11,429+299.6% |