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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 | $374,655 | $138,075+171.3% | $123,552+203.2% | $135,379+176.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -2.60% | 153.70%-156.3pp | 119.20%-121.8pp | 519.79%-522.4pp |
| Employer contribution / active EE | $3,200 | $5,152-37.9% | $4,628-30.9% | $4,779-33.0% |
| Participant deferral / active EE | $19,667 | $6,800+189.2% | $6,426+206.1% | $5,609+250.6% |
| Admin fee / account holder | $18,991 | $10,917+74.0% | $9,285+104.5% | $10,828+75.4% |