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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 | $336,084 | $135,639+147.8% | $110,241+204.9% | $135,382+148.2% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -6.50% | 513.21%-519.7pp | 314.75%-321.2pp | 519.77%-526.3pp |
| Employer contribution / active EE | $6,004 | $4,907+22.4% | $3,827+56.9% | $4,779+25.6% |
| Participant deferral / active EE | $8,795 | $5,507+59.7% | $4,672+88.2% | $5,609+56.8% |
| Admin fee / account holder | $857 | $11,457-92.5% | $8,548-90.0% | $10,829-92.1% |