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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 | $443,081 | $190,862+132.1% | $159,991+176.9% | $134,509+229.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -12.02% | 552.59%-564.6pp | 408.82%-420.8pp | 418.13%-430.2pp |
| Employer contribution / active EE | $38,109 | $4,995+663.0% | $4,225+802.0% | $4,741+703.9% |
| Participant deferral / active EE | $0 | $6,924-100.0% | $6,183-100.0% | $6,400-100.0% |
| Admin fee / account holder | $3,878 | $10,495-63.0% | $8,715-55.5% | $11,427-66.1% |