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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 | $379,385 | $138,078+174.8% | $125,363+202.6% | $134,509+182.1% |
| Participation rate | 71.4% | 84.5%-13.1pp | 82.4%-10.9pp | 81.2%-9.8pp |
| Annual return | -2.58% | 750.49%-753.1pp | 572.15%-574.7pp | 418.13%-420.7pp |
| Employer contribution / active EE | $3,399 | $5,245-35.2% | $4,815-29.4% | $4,741-28.3% |
| Participant deferral / active EE | $14,711 | $7,800+88.6% | $7,447+97.5% | $6,400+129.8% |
| Admin fee / account holder | $1,918 | $11,566-83.4% | $10,005-80.8% | $11,427-83.2% |