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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 | $305,298 | $138,072+121.1% | $123,549+147.1% | $135,382+125.5% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | -4.36% | 153.69%-158.1pp | 119.20%-123.6pp | 519.77%-524.1pp |
| Employer contribution / active EE | $2,810 | $5,152-45.4% | $4,628-39.3% | $4,779-41.2% |
| Participant deferral / active EE | $7,250 | $6,799+6.6% | $6,426+12.8% | $5,609+29.3% |
| Admin fee / account holder | $6,368 | $10,917-41.7% | $9,284-31.4% | $10,829-41.2% |