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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 | $296,667 | $138,075+114.9% | $123,552+140.1% | $135,379+119.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.92% | 153.70%-159.6pp | 119.20%-125.1pp | 519.79%-525.7pp |
| Employer contribution / active EE | $2,541 | $5,152-50.7% | $4,628-45.1% | $4,779-46.8% |
| Participant deferral / active EE | $7,553 | $6,800+11.1% | $6,426+17.5% | $5,609+34.7% |
| Admin fee / account holder | $1,069 | $10,917-90.2% | $9,285-88.5% | $10,828-90.1% |