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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 | $467,852 | $135,639+244.9% | $110,241+324.4% | $135,382+245.6% |
| Participation rate | 85.7% | 83.5%+2.3pp | 79.8%+5.9pp | 82.6%+3.1pp |
| Annual return | -7.32% | 513.21%-520.5pp | 314.75%-322.1pp | 519.77%-527.1pp |
| Employer contribution / active EE | $17,280 | $4,907+252.2% | $3,827+351.6% | $4,779+261.6% |
| Participant deferral / active EE | $13,714 | $5,507+149.0% | $4,672+193.5% | $5,609+144.5% |
| Admin fee / account holder | $766 | $11,457-93.3% | $8,548-91.0% | $10,829-92.9% |