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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 | $832,833 | $152,591+445.8% | $117,529+608.6% | $134,545+519.0% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -4.71% | 53.04%-57.7pp | 29.77%-34.5pp | 418.37%-423.1pp |
| Employer contribution / active EE | $0 | $5,576-100.0% | $4,179-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $26,000 | $4,821+439.3% | $4,072+538.4% | $6,401+306.2% |
| Admin fee / account holder | $4,250 | $7,004-39.3% | $5,645-24.7% | $11,431-62.8% |