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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 | $330,341 | $138,075+139.2% | $123,552+167.4% | $135,379+144.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -2.30% | 153.70%-156.0pp | 119.20%-121.5pp | 519.79%-522.1pp |
| Employer contribution / active EE | $3,012 | $5,152-41.5% | $4,628-34.9% | $4,779-37.0% |
| Participant deferral / active EE | $2,617 | $6,800-61.5% | $6,426-59.3% | $5,609-53.3% |
| Admin fee / account holder | $4,715 | $10,917-56.8% | $9,285-49.2% | $10,828-56.5% |