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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 | $614,143 | $180,466+240.3% | $154,114+298.5% | $135,382+353.6% |
| Participation rate | 75.0% | 87.4%-12.4pp | 83.0%-8.0pp | 82.6%-7.6pp |
| Annual return | -2.56% | 888.15%-890.7pp | 735.16%-737.7pp | 519.77%-522.3pp |
| Employer contribution / active EE | $33,598 | $6,035+456.7% | $5,298+534.2% | $4,779+603.1% |
| Participant deferral / active EE | $0 | $5,806-100.0% | $5,081-100.0% | $5,609-100.0% |
| Admin fee / account holder | $5,723 | $16,144-64.6% | $13,411-57.3% | $10,829-47.2% |