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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 | $475,171 | $138,102+244.1% | $125,381+279.0% | $134,532+253.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -7.81% | 750.73%-758.5pp | 572.31%-580.1pp | 418.27%-426.1pp |
| Employer contribution / active EE | $3,360 | $5,245-35.9% | $4,815-30.2% | $4,741-29.1% |
| Participant deferral / active EE | $23,750 | $7,801+204.5% | $7,448+218.9% | $6,401+271.0% |
| Admin fee / account holder | $5,199 | $11,568-55.1% | $10,007-48.0% | $11,429-54.5% |