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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 | $324,934 | $138,072+135.3% | $123,549+163.0% | $135,382+140.0% |
| Participation rate | 88.9% | 84.7%+4.2pp | 82.3%+6.6pp | 82.6%+6.2pp |
| Annual return | -0.09% | 153.69%-153.8pp | 119.20%-119.3pp | 519.77%-519.9pp |
| Employer contribution / active EE | $2,744 | $5,152-46.7% | $4,628-40.7% | $4,779-42.6% |
| Participant deferral / active EE | $3,478 | $6,799-48.8% | $6,426-45.9% | $5,609-38.0% |
| Admin fee / account holder | $9,115 | $10,917-16.5% | $9,284-1.8% | $10,829-15.8% |