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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 | $602,210 | $138,102+336.1% | $125,381+380.3% | $134,532+347.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.23% | 750.73%-769.0pp | 572.31%-590.5pp | 418.27%-436.5pp |
| Employer contribution / active EE | $9,062 | $5,245+72.8% | $4,815+88.2% | $4,741+91.1% |
| Participant deferral / active EE | $16,316 | $7,801+109.2% | $7,448+119.1% | $6,401+154.9% |
| Admin fee / account holder | $6,173 | $11,568-46.6% | $10,007-38.3% | $11,429-46.0% |