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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 | $331,893 | $190,879+73.9% | $160,009+107.4% | $134,532+146.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -13.33% | 552.63%-566.0pp | 408.85%-422.2pp | 418.27%-431.6pp |
| Employer contribution / active EE | $2,071 | $4,995-58.5% | $4,225-51.0% | $4,741-56.3% |
| Participant deferral / active EE | $17,400 | $6,924+151.3% | $6,183+181.4% | $6,401+171.8% |
| Admin fee / account holder | $3,265 | $10,495-68.9% | $8,715-62.5% | $11,429-71.4% |