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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 | $455,567 | $138,102+229.9% | $125,381+263.3% | $134,532+238.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -11.19% | 750.73%-761.9pp | 572.31%-583.5pp | 418.27%-429.5pp |
| Employer contribution / active EE | $22,044 | $5,245+320.3% | $4,815+357.8% | $4,741+365.0% |
| Participant deferral / active EE | $10,986 | $7,801+40.8% | $7,448+47.5% | $6,401+71.6% |
| Admin fee / account holder | $3,475 | $11,568-70.0% | $10,007-65.3% | $11,429-69.6% |