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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 | $421,371 | $138,114+205.1% | $125,391+236.0% | $134,545+213.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -11.70% | 750.88%-762.6pp | 572.41%-584.1pp | 418.37%-430.1pp |
| Employer contribution / active EE | $3,322 | $5,246-36.7% | $4,816-31.0% | $4,742-29.9% |
| Participant deferral / active EE | $18,657 | $7,801+139.2% | $7,448+150.5% | $6,401+191.4% |
| Admin fee / account holder | $3,545 | $11,570-69.4% | $10,009-64.6% | $11,431-69.0% |