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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 | $430,784 | $82,288+423.5% | $68,794+526.2% | $134,509+220.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -15.34% | -2.19%-13.2pp | -6.37%-9.0pp | 418.13%-433.5pp |
| Employer contribution / active EE | $39,412 | $3,301+1094.0% | $2,656+1384.1% | $4,741+731.4% |
| Participant deferral / active EE | $0 | $4,738-100.0% | $3,941-100.0% | $6,400-100.0% |
| Admin fee / account holder | $3,841 | $6,482-40.7% | $4,934-22.2% | $11,427-66.4% |