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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 | $441,126 | $138,102+219.4% | $125,381+251.8% | $134,532+227.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.76% | 750.73%-768.5pp | 572.31%-590.1pp | 418.27%-436.0pp |
| Employer contribution / active EE | $2,106 | $5,245-59.9% | $4,815-56.3% | $4,741-55.6% |
| Participant deferral / active EE | $24,663 | $7,801+216.2% | $7,448+231.1% | $6,401+285.3% |
| Admin fee / account holder | $19,672 | $11,568+70.1% | $10,007+96.6% | $11,429+72.1% |