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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 | $340,369 | $138,102+146.5% | $125,381+171.5% | $134,532+153.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.19% | 750.73%-767.9pp | 572.31%-589.5pp | 418.27%-435.5pp |
| Employer contribution / active EE | $5,324 | $5,245+1.5% | $4,815+10.6% | $4,741+12.3% |
| Participant deferral / active EE | $20,488 | $7,801+162.6% | $7,448+175.1% | $6,401+220.1% |
| Admin fee / account holder | $3,296 | $11,568-71.5% | $10,007-67.1% | $11,429-71.2% |