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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 | $282,823 | $99,668+183.8% | $86,451+227.1% | $134,545+110.2% |
| Participation rate | 75.0% | 82.1%-7.1pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -17.32% | 6789.61%-6806.9pp | 4398.51%-4415.8pp | 418.37%-435.7pp |
| Employer contribution / active EE | $1,343 | $4,403-69.5% | $3,770-64.4% | $4,742-71.7% |
| Participant deferral / active EE | $5,972 | $7,249-17.6% | $6,953-14.1% | $6,401-6.7% |
| Admin fee / account holder | $2,638 | $8,377-68.5% | $6,734-60.8% | $11,431-76.9% |