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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 | $267,142 | $135,645+96.9% | $110,243+142.3% | $135,379+97.3% |
| Participation rate | 94.1% | 83.5%+10.7pp | 79.8%+14.3pp | 82.6%+11.5pp |
| Annual return | -4.09% | 513.24%-517.3pp | 314.76%-318.8pp | 519.79%-523.9pp |
| Employer contribution / active EE | $1,125 | $4,907-77.1% | $3,827-70.6% | $4,779-76.5% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,672-100.0% | $5,609-100.0% |
| Admin fee / account holder | $443 | $11,458-96.1% | $8,548-94.8% | $10,828-95.9% |