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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 | $277,482 | $138,075+101.0% | $123,552+124.6% | $135,379+105.0% |
| Participation rate | 80.0% | 84.7%-4.7pp | 82.3%-2.3pp | 82.6%-2.6pp |
| Annual return | -5.00% | 153.70%-158.7pp | 119.20%-124.2pp | 519.79%-524.8pp |
| Employer contribution / active EE | $2,522 | $5,152-51.1% | $4,628-45.5% | $4,779-47.2% |
| Participant deferral / active EE | $11,412 | $6,800+67.8% | $6,426+77.6% | $5,609+103.5% |
| Admin fee / account holder | $145,917 | $10,917+1236.6% | $9,285+1471.6% | $10,828+1247.6% |