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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 | $519,445 | $138,076+276.2% | $123,553+320.4% | $135,380+283.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.26% | 153.70%-161.0pp | 119.21%-126.5pp | 519.81%-527.1pp |
| Employer contribution / active EE | $4,731 | $5,152-8.2% | $4,628+2.2% | $4,779-1.0% |
| Participant deferral / active EE | $13,282 | $6,800+95.3% | $6,426+106.7% | $5,609+136.8% |
| Admin fee / account holder | $10,816 | $10,917-0.9% | $9,284+16.5% | $10,828-0.1% |