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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 | $412,796 | $97,729+322.4% | $83,830+392.4% | $135,379+204.9% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -4.58% | 1287.52%-1292.1pp | 850.97%-855.6pp | 519.79%-524.4pp |
| Employer contribution / active EE | $2,635 | $4,222-37.6% | $3,631-27.4% | $4,779-44.9% |
| Participant deferral / active EE | $3,413 | $4,683-27.1% | $4,082-16.4% | $5,609-39.2% |
| Admin fee / account holder | $8,973 | $6,674+34.4% | $5,479+63.8% | $10,828-17.1% |