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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 | $332,820 | $180,462+84.4% | $154,111+116.0% | $135,379+145.8% |
| Participation rate | 75.0% | 87.4%-12.4pp | 83.0%-8.0pp | 82.6%-7.6pp |
| Annual return | -8.09% | 888.17%-896.3pp | 735.18%-743.3pp | 519.79%-527.9pp |
| Employer contribution / active EE | $8,021 | $6,036+32.9% | $5,298+51.4% | $4,779+67.8% |
| Participant deferral / active EE | $13,875 | $5,806+139.0% | $5,081+173.1% | $5,609+147.4% |
| Admin fee / account holder | $9,455 | $16,145-41.4% | $13,411-29.5% | $10,828-12.7% |