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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 | $397,282 | $138,102+187.7% | $125,381+216.9% | $134,532+195.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.51% | 750.73%-769.2pp | 572.31%-590.8pp | 418.27%-436.8pp |
| Employer contribution / active EE | $4,167 | $5,245-20.6% | $4,815-13.5% | $4,741-12.1% |
| Participant deferral / active EE | $4,240 | $7,801-45.6% | $7,448-43.1% | $6,401-33.8% |
| Admin fee / account holder | $5,310 | $11,568-54.1% | $10,007-46.9% | $11,429-53.5% |