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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 | $271,577 | $88,596+206.5% | $70,098+287.4% | $134,509+101.9% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | -3.04% | 442.67%-445.7pp | 190.76%-193.8pp | 418.13%-421.2pp |
| Employer contribution / active EE | $5,357 | $3,235+65.6% | $2,560+109.2% | $4,741+13.0% |
| Participant deferral / active EE | $0 | $4,772-100.0% | $3,849-100.0% | $6,400-100.0% |
| Admin fee / account holder | $6,909 | $10,441-33.8% | $6,266+10.3% | $11,427-39.5% |