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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 | $553,618 | $138,114+300.8% | $125,391+341.5% | $134,545+311.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.00% | 750.88%-766.9pp | 572.41%-588.4pp | 418.37%-434.4pp |
| Employer contribution / active EE | $2,645 | $5,246-49.6% | $4,816-45.1% | $4,742-44.2% |
| Participant deferral / active EE | $21,467 | $7,801+175.2% | $7,448+188.2% | $6,401+235.4% |
| Admin fee / account holder | $9,238 | $11,570-20.2% | $10,009-7.7% | $11,431-19.2% |