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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 | $282,424 | $138,076+104.5% | $123,553+128.6% | $135,380+108.6% |
| Participation rate | 81.8% | 84.7%-2.9pp | 82.3%-0.5pp | 82.6%-0.8pp |
| Annual return | -6.33% | 153.70%-160.0pp | 119.21%-125.5pp | 519.81%-526.1pp |
| Employer contribution / active EE | $11,427 | $5,152+121.8% | $4,628+146.9% | $4,779+139.1% |
| Participant deferral / active EE | $6,671 | $6,800-1.9% | $6,426+3.8% | $5,609+18.9% |
| Admin fee / account holder | $24,226 | $10,917+121.9% | $9,284+160.9% | $10,828+123.7% |