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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 | $488,248 | $138,078+253.6% | $125,363+289.5% | $134,509+263.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -5.87% | 750.49%-756.4pp | 572.15%-578.0pp | 418.13%-424.0pp |
| Employer contribution / active EE | $7,426 | $5,245+41.6% | $4,815+54.2% | $4,741+56.6% |
| Participant deferral / active EE | $10,774 | $7,800+38.1% | $7,447+44.7% | $6,400+68.3% |
| Admin fee / account holder | $3,036 | $11,566-73.8% | $10,005-69.7% | $11,427-73.4% |