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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 | $274,693 | $180,459+52.2% | $154,108+78.2% | $135,380+102.9% |
| Participation rate | 85.7% | 87.4%-1.7pp | 83.0%+2.7pp | 82.6%+3.1pp |
| Annual return | -5.24% | 888.21%-893.4pp | 735.21%-740.4pp | 519.81%-525.0pp |
| Employer contribution / active EE | $24,829 | $6,035+311.4% | $5,298+368.7% | $4,779+419.6% |
| Participant deferral / active EE | $16,374 | $5,806+182.0% | $5,081+222.3% | $5,609+191.9% |
| Admin fee / account holder | $32,186 | $16,145+99.4% | $13,411+140.0% | $10,828+197.2% |