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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 | $269,024 | $135,645+98.3% | $110,243+144.0% | $135,380+98.7% |
| Participation rate | 90.5% | 83.5%+7.0pp | 79.8%+10.7pp | 82.6%+7.8pp |
| Annual return | -0.88% | 513.24%-514.1pp | 314.76%-315.6pp | 519.81%-520.7pp |
| Employer contribution / active EE | $2,043 | $4,907-58.4% | $3,827-46.6% | $4,779-57.3% |
| Participant deferral / active EE | $5,593 | $5,507+1.6% | $4,672+19.7% | $5,609-0.3% |
| Admin fee / account holder | $34,527 | $11,458+201.3% | $8,548+303.9% | $10,828+218.9% |