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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 | $329,268 | $138,075+138.5% | $123,552+166.5% | $135,379+143.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.59% | 153.70%-161.3pp | 119.20%-126.8pp | 519.79%-527.4pp |
| Employer contribution / active EE | $2,677 | $5,152-48.0% | $4,628-42.2% | $4,779-44.0% |
| Participant deferral / active EE | $12,177 | $6,800+79.1% | $6,426+89.5% | $5,609+117.1% |
| Admin fee / account holder | $3,009 | $10,917-72.4% | $9,285-67.6% | $10,828-72.2% |