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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 | $516,457 | $160,059+222.7% | $140,019+268.8% | $135,380+281.5% |
| Participation rate | 87.5% | 88.5%-1.0pp | 87.5%0pp | 82.6%+4.9pp |
| Annual return | -6.07% | 911.48%-917.5pp | 651.17%-657.2pp | 519.81%-525.9pp |
| Employer contribution / active EE | $34,684 | $6,420+440.3% | $5,605+518.8% | $4,779+625.8% |
| Participant deferral / active EE | $16,472 | $7,641+115.6% | $6,927+137.8% | $5,609+193.7% |
| Admin fee / account holder | $95,664 | $13,328+617.8% | $10,705+793.6% | $10,828+783.5% |