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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 | $998,066 | $138,102+622.7% | $125,381+696.0% | $134,532+641.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.00% | 750.73%-766.7pp | 572.31%-588.3pp | 418.27%-434.3pp |
| Employer contribution / active EE | $2,481 | $5,245-52.7% | $4,815-48.5% | $4,741-47.7% |
| Participant deferral / active EE | $14,531 | $7,801+86.3% | $7,448+95.1% | $6,401+127.0% |
| Admin fee / account holder | $6,804 | $11,568-41.2% | $10,007-32.0% | $11,429-40.5% |