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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 | $266,321 | $129,959+104.9% | $104,301+155.3% | $134,532+98.0% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -9.47% | 42.04%-51.5pp | 24.61%-34.1pp | 418.27%-427.7pp |
| Employer contribution / active EE | $6,667 | $4,185+59.3% | $3,373+97.7% | $4,741+40.6% |
| Participant deferral / active EE | $0 | $5,589-100.0% | $4,626-100.0% | $6,401-100.0% |
| Admin fee / account holder | $30,769 | $9,325+230.0% | $7,340+319.2% | $11,429+169.2% |