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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 | $502,151 | $180,459+178.3% | $154,108+225.8% | $135,380+270.9% |
| Participation rate | 70.0% | 87.4%-17.4pp | 83.0%-13.0pp | 82.6%-12.6pp |
| Annual return | -8.08% | 888.21%-896.3pp | 735.21%-743.3pp | 519.81%-527.9pp |
| Employer contribution / active EE | $1,310 | $6,035-78.3% | $5,298-75.3% | $4,779-72.6% |
| Participant deferral / active EE | $8,558 | $5,806+47.4% | $5,081+68.4% | $5,609+52.6% |
| Admin fee / account holder | $458 | $16,145-97.2% | $13,411-96.6% | $10,828-95.8% |