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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 | $292,837 | $129,960+125.3% | $104,299+180.8% | $134,545+117.7% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -14.71% | 42.06%-56.8pp | 24.62%-39.3pp | 418.37%-433.1pp |
| Employer contribution / active EE | $6,650 | $4,186+58.9% | $3,373+97.1% | $4,742+40.2% |
| Participant deferral / active EE | $0 | $5,589-100.0% | $4,626-100.0% | $6,401-100.0% |
| Admin fee / account holder | $17,705 | $9,324+89.9% | $7,339+141.2% | $11,431+54.9% |