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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 | $331,897 | $138,075+140.4% | $123,552+168.6% | $135,379+145.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -2.40% | 153.70%-156.1pp | 119.20%-121.6pp | 519.79%-522.2pp |
| Employer contribution / active EE | $7,742 | $5,152+50.3% | $4,628+67.3% | $4,779+62.0% |
| Participant deferral / active EE | $3,445 | $6,800-49.3% | $6,426-46.4% | $5,609-38.6% |
| Admin fee / account holder | $15,387 | $10,917+40.9% | $9,285+65.7% | $10,828+42.1% |