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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 | $579,185 | $138,114+319.4% | $125,391+361.9% | $134,545+330.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.69% | 750.88%-767.6pp | 572.41%-589.1pp | 418.37%-435.1pp |
| Employer contribution / active EE | $2,360 | $5,246-55.0% | $4,816-51.0% | $4,742-50.2% |
| Participant deferral / active EE | $12,638 | $7,801+62.0% | $7,448+69.7% | $6,401+97.4% |
| Admin fee / account holder | $12,000 | $11,570+3.7% | $10,009+19.9% | $11,431+5.0% |