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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 | $276,262 | $180,459+53.1% | $154,108+79.3% | $135,380+104.1% |
| Participation rate | 80.0% | 87.4%-7.4pp | 83.0%-3.0pp | 82.6%-2.6pp |
| Annual return | -7.00% | 888.21%-895.2pp | 735.21%-742.2pp | 519.81%-526.8pp |
| Employer contribution / active EE | $30,680 | $6,035+408.4% | $5,298+479.1% | $4,779+542.0% |
| Participant deferral / active EE | $7,324 | $5,806+26.1% | $5,081+44.1% | $5,609+30.6% |
| Admin fee / account holder | $574 | $16,145-96.4% | $13,411-95.7% | $10,828-94.7% |