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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 | $357,870 | $190,879+87.5% | $160,009+123.7% | $134,532+166.0% |
| Participation rate | 88.9% | 82.0%+6.9pp | 78.0%+10.9pp | 81.2%+7.7pp |
| Annual return | -15.61% | 552.63%-568.2pp | 408.85%-424.5pp | 418.27%-433.9pp |
| Employer contribution / active EE | $25,451 | $4,995+409.5% | $4,225+502.4% | $4,741+436.8% |
| Participant deferral / active EE | $18,538 | $6,924+167.7% | $6,183+199.8% | $6,401+189.6% |
| Admin fee / account holder | $1,259 | $10,495-88.0% | $8,715-85.6% | $11,429-89.0% |