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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 | $323,370 | $160,059+102.0% | $140,019+130.9% | $135,380+138.9% |
| Participation rate | 88.2% | 88.5%-0.3pp | 87.5%+0.7pp | 82.6%+5.6pp |
| Annual return | -6.05% | 911.48%-917.5pp | 651.17%-657.2pp | 519.81%-525.9pp |
| Employer contribution / active EE | $20,464 | $6,420+218.8% | $5,605+265.1% | $4,779+328.2% |
| Participant deferral / active EE | $15,609 | $7,641+104.3% | $6,927+125.3% | $5,609+178.3% |
| Admin fee / account holder | $3,224 | $13,328-75.8% | $10,705-69.9% | $10,828-70.2% |