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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 | $844,137 | $138,076+511.4% | $123,553+583.2% | $135,380+523.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -3.16% | 153.70%-156.9pp | 119.21%-122.4pp | 519.81%-523.0pp |
| Employer contribution / active EE | $3,254 | $5,152-36.8% | $4,628-29.7% | $4,779-31.9% |
| Participant deferral / active EE | $10,042 | $6,800+47.7% | $6,426+56.3% | $5,609+79.0% |
| Admin fee / account holder | $19,647 | $10,917+80.0% | $9,284+111.6% | $10,828+81.4% |