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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 | $332,608 | $54,357+511.9% | $82,706+302.2% | $68,495+385.6% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -14.33% | -13.67%-0.7pp | 701.76%-716.1pp | -7.84%-6.5pp |
| Employer contribution / active EE | $15,802 | $2,218+612.3% | $3,007+425.4% | $2,596+508.6% |
| Participant deferral / active EE | $0 | $3,246-100.0% | $4,394-100.0% | $4,028-100.0% |
| Admin fee / account holder | $43,824 | $4,396+896.9% | $5,329+722.4% | $5,403+711.1% |