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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 | $339,421 | $180,462+88.1% | $154,111+120.2% | $135,379+150.7% |
| Participation rate | 83.3% | 87.4%-4.1pp | 83.0%+0.3pp | 82.6%+0.7pp |
| Annual return | -5.81% | 888.17%-894.0pp | 735.18%-741.0pp | 519.79%-525.6pp |
| Employer contribution / active EE | $1,573 | $6,036-73.9% | $5,298-70.3% | $4,779-67.1% |
| Participant deferral / active EE | $6,131 | $5,806+5.6% | $5,081+20.7% | $5,609+9.3% |
| Admin fee / account holder | $421 | $16,145-97.4% | $13,411-96.9% | $10,828-96.1% |