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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 | $386,156 | $138,072+179.7% | $123,549+212.6% | $135,382+185.2% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | -8.71% | 153.69%-162.4pp | 119.20%-127.9pp | 519.77%-528.5pp |
| Employer contribution / active EE | $12,049 | $5,152+133.9% | $4,628+160.4% | $4,779+152.1% |
| Participant deferral / active EE | $4,383 | $6,799-35.5% | $6,426-31.8% | $5,609-21.9% |
| Admin fee / account holder | $4,878 | $10,917-55.3% | $9,284-47.5% | $10,829-55.0% |