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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 | $269,280 | $180,459+49.2% | $154,108+74.7% | $135,380+98.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -7.32% | 888.21%-895.5pp | 735.21%-742.5pp | 519.81%-527.1pp |
| Employer contribution / active EE | $2,815 | $6,035-53.4% | $5,298-46.9% | $4,779-41.1% |
| Participant deferral / active EE | $8,188 | $5,806+41.0% | $5,081+61.2% | $5,609+46.0% |
| Admin fee / account holder | $7,545 | $16,145-53.3% | $13,411-43.7% | $10,828-30.3% |