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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 | $455,269 | $138,114+229.6% | $125,391+263.1% | $134,545+238.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.31% | 750.88%-765.2pp | 572.41%-586.7pp | 418.37%-432.7pp |
| Employer contribution / active EE | $5,125 | $5,246-2.3% | $4,816+6.4% | $4,742+8.1% |
| Participant deferral / active EE | $17,442 | $7,801+123.6% | $7,448+134.2% | $6,401+172.5% |
| Admin fee / account holder | $63,789 | $11,570+451.3% | $10,009+537.3% | $11,431+458.1% |