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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 | $361,506 | $129,959+178.2% | $104,301+246.6% | $134,532+168.7% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -13.76% | 42.04%-55.8pp | 24.61%-38.4pp | 418.27%-432.0pp |
| Employer contribution / active EE | $10,465 | $4,185+150.0% | $3,373+210.3% | $4,741+120.7% |
| Participant deferral / active EE | $0 | $5,589-100.0% | $4,626-100.0% | $6,401-100.0% |
| Admin fee / account holder | $2,415 | $9,325-74.1% | $7,340-67.1% | $11,429-78.9% |