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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 | $706,698 | $138,076+411.8% | $123,553+472.0% | $135,380+422.0% |
| Participation rate | 77.8% | 84.7%-7.0pp | 82.3%-4.5pp | 82.6%-4.9pp |
| Annual return | -4.96% | 153.70%-158.7pp | 119.21%-124.2pp | 519.81%-524.8pp |
| Employer contribution / active EE | $13,430 | $5,152+160.7% | $4,628+190.2% | $4,779+181.0% |
| Participant deferral / active EE | $13,490 | $6,800+98.4% | $6,426+109.9% | $5,609+140.5% |
| Admin fee / account holder | $11,111 | $10,917+1.8% | $9,284+19.7% | $10,828+2.6% |