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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 | $313,662 | $180,459+73.8% | $154,108+103.5% | $135,380+131.7% |
| Participation rate | 75.0% | 87.4%-12.4pp | 83.0%-8.0pp | 82.6%-7.6pp |
| Annual return | -3.72% | 888.21%-891.9pp | 735.21%-738.9pp | 519.81%-523.5pp |
| Employer contribution / active EE | $0 | $6,035-100.0% | $5,298-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $10,750 | $5,806+85.1% | $5,081+111.6% | $5,609+91.7% |
| Admin fee / account holder | $15,716 | $16,145-2.7% | $13,411+17.2% | $10,828+45.1% |