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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 | $355,425 | $88,596+301.2% | $70,098+407.0% | $134,509+164.2% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | -10.14% | 442.67%-452.8pp | 190.76%-200.9pp | 418.13%-428.3pp |
| Employer contribution / active EE | $13,680 | $3,235+322.8% | $2,560+434.3% | $4,741+188.6% |
| Participant deferral / active EE | $0 | $4,772-100.0% | $3,849-100.0% | $6,400-100.0% |
| Admin fee / account holder | $133,217 | $10,441+1175.9% | $6,266+2026.1% | $11,427+1065.8% |