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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 | $487,101 | $138,114+252.7% | $125,391+288.5% | $134,545+262.0% |
| Participation rate | 85.7% | 84.5%+1.2pp | 82.4%+3.3pp | 81.2%+4.5pp |
| Annual return | -19.02% | 750.88%-769.9pp | 572.41%-591.4pp | 418.37%-437.4pp |
| Employer contribution / active EE | $2,462 | $5,246-53.1% | $4,816-48.9% | $4,742-48.1% |
| Participant deferral / active EE | $4,414 | $7,801-43.4% | $7,448-40.7% | $6,401-31.0% |
| Admin fee / account holder | $2,610 | $11,570-77.4% | $10,009-73.9% | $11,431-77.2% |