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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 | $368,725 | $138,075+167.0% | $123,552+198.4% | $135,379+172.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -2.40% | 153.70%-156.1pp | 119.20%-121.6pp | 519.79%-522.2pp |
| Employer contribution / active EE | $6,292 | $5,152+22.1% | $4,628+36.0% | $4,779+31.7% |
| Participant deferral / active EE | $11,946 | $6,800+75.7% | $6,426+85.9% | $5,609+113.0% |
| Admin fee / account holder | $2,466 | $10,917-77.4% | $9,285-73.4% | $10,828-77.2% |