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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 | $415,106 | $135,645+206.0% | $110,243+276.5% | $135,379+206.6% |
| Participation rate | 87.5% | 83.5%+4.0pp | 79.8%+7.7pp | 82.6%+4.9pp |
| Annual return | -7.03% | 513.24%-520.3pp | 314.76%-321.8pp | 519.79%-526.8pp |
| Employer contribution / active EE | $14,080 | $4,907+186.9% | $3,827+267.9% | $4,779+194.6% |
| Participant deferral / active EE | $7,586 | $5,507+37.8% | $4,672+62.4% | $5,609+35.3% |
| Admin fee / account holder | $10,278 | $11,458-10.3% | $8,548+20.2% | $10,828-5.1% |