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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 | $371,361 | $138,078+169.0% | $125,363+196.2% | $134,509+176.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -13.83% | 750.49%-764.3pp | 572.15%-586.0pp | 418.13%-432.0pp |
| Employer contribution / active EE | $5,000 | $5,245-4.7% | $4,815+3.8% | $4,741+5.5% |
| Participant deferral / active EE | $5,400 | $7,800-30.8% | $7,447-27.5% | $6,400-15.6% |
| Admin fee / account holder | $1,856 | $11,566-84.0% | $10,005-81.4% | $11,427-83.8% |