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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 | $255,956 | $92,766+175.9% | $82,763+209.3% | $134,545+90.2% |
| Participation rate | 85.7% | 75.2%+10.5pp | 72.6%+13.2pp | 81.2%+4.5pp |
| Annual return | -13.53% | 946.97%-960.5pp | 702.45%-716.0pp | 418.37%-431.9pp |
| Employer contribution / active EE | $2,679 | $3,273-18.1% | $3,008-10.9% | $4,742-43.5% |
| Participant deferral / active EE | $1,388 | $4,802-71.1% | $4,395-68.4% | $6,401-78.3% |
| Admin fee / account holder | $5,466 | $5,978-8.6% | $5,325+2.6% | $11,431-52.2% |