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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 | $415,343 | $138,102+200.8% | $125,381+231.3% | $134,532+208.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.95% | 750.73%-768.7pp | 572.31%-590.3pp | 418.27%-436.2pp |
| Employer contribution / active EE | $4,241 | $5,245-19.1% | $4,815-11.9% | $4,741-10.5% |
| Participant deferral / active EE | $14,031 | $7,801+79.9% | $7,448+88.4% | $6,401+119.2% |
| Admin fee / account holder | $14,088 | $11,568+21.8% | $10,007+40.8% | $11,429+23.3% |