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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 | $309,701 | $138,114+124.2% | $125,391+147.0% | $134,545+130.2% |
| Participation rate | 82.4% | 84.5%-2.1pp | 82.4%0pp | 81.2%+1.1pp |
| Annual return | -13.12% | 750.88%-764.0pp | 572.41%-585.5pp | 418.37%-431.5pp |
| Employer contribution / active EE | $3,362 | $5,246-35.9% | $4,816-30.2% | $4,742-29.1% |
| Participant deferral / active EE | $10,102 | $7,801+29.5% | $7,448+35.6% | $6,401+57.8% |
| Admin fee / account holder | $5,879 | $11,570-49.2% | $10,009-41.3% | $11,431-48.6% |