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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 | $330,609 | $78,694+320.1% | $67,653+388.7% | $125,388+163.7% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | -3.11% | 9.46%-12.6pp | 6625.22%-6628.3pp | 282.24%-285.3pp |
| Employer contribution / active EE | $3,624 | $3,044+19.0% | $2,266+59.9% | $4,866-25.5% |
| Participant deferral / active EE | $24,000 | $4,292+459.2% | $3,560+574.2% | $5,352+348.5% |
| Admin fee / account holder | $14,521 | $7,403+96.1% | $4,821+201.2% | $9,541+52.2% |