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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 | $330,080 | $138,076+139.1% | $123,553+167.2% | $135,380+143.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -4.37% | 153.70%-158.1pp | 119.21%-123.6pp | 519.81%-524.2pp |
| Employer contribution / active EE | $6,855 | $5,152+33.1% | $4,628+48.1% | $4,779+43.4% |
| Participant deferral / active EE | $7,293 | $6,800+7.3% | $6,426+13.5% | $5,609+30.0% |
| Admin fee / account holder | $9,673 | $10,917-11.4% | $9,284+4.2% | $10,828-10.7% |